Lucent Technologies 518-458-100 User Manual

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PARTNER Endeavor Communications System

Programming and Use

518-458-100 Comcode 108340803 Issue 2 August 1998

Notice

Every effort has been made to ensure that the information in this book is complete and accurate at the time of printing. However, information is subject to change.

Federal Communications Commission (FCC) Interfer ence Notice

This equipment has been tested and found to comply with the limits of a Class A or a Class B digital device, pursuant to Part 15 of FCC rules. For additional information on FCC regulations, see “Federal Communications Commission (FCC) Interference Information” on the next page.

Canadian Emissions Requirements

This digital apparatus does not exceed the Class A or the Class B limits for radio noise emissions from digital apparatus set out in the Radio Interference Regulations of the Industry Canada (IC). For additional IC information, see “IC Notification and Repair Information ” in this section.

Le present appareil numerique n’emet pas de bruits radioelectriques depassant les limites applicables aux appareils numeriques de la classe A ou de la classe B prescrites dans le Reglement sur le brouillage radioelectrique edicte par le ministere des Industrie Canada. Vous trouverez des renseignements complémitaires dans cette section: “IC Notification

and Repair Information ” de

PARTNER Endeavor Communications System Programming and Use

guide.

Security

Toll fraud, the unauthorized use of your telecommunications system by an unauthorized party (for example, persons other

than your company’s employees, agents, subcontractors, or persons working on your company’s behalf) can result in substantial additional charges for your telecommunications services. You are responsible for the security of your system. There may be a risk of toll fraud associated with your telecommunications system. Y ou are responsible for programming and configuring your equipment to prevent unauthorized use. Your system manager should read all documents provided with this product to fully understand the features that can introduce the risk of toll fraud and the steps that can be taken to reduce that risk. Lucent T echnologies does not warrant that this product is immune from or will prevent unauthorized use of commoncarrier telecommunication services or facilities accessed through or connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use. If you you need technical support or assistance, call the Lucent Technologies National Customer Care Center at 1-800-721-7071.

suspect you are being victimized

by toll fraud and

T rad emarks

Magic on Hold, MERLIN, MLS-34D, MLS-18D, MLS-12D, MLS-12, MLS-6, PARTNER, PARTNER MAIL, PARTNER MAIL VS, PassageWay, SYSTIMAX, and TransTalk are registered trademarks of Lucent Technologies. PARTNER Endeavor is a trademark of Lucent Technologies. Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation. The SoundStation is a registered trademark of Polycom, Inc.

Warranty

Lucent Technologies provides a limited warranty for this product. Refer to “Lucent Technologies Limited Warranty and Limitation of Liability” in Appendix B of this book.

Ordering Information

The order number for this book is 518-458-100. To order additional books, call 800-457-1235 or 765-361-5353. For information about ordering other system reference materials, replacement parts, accessories, and other compatible equipment, refer to “Product Ordering In formation” in Appendix B.

Support Telephone Number

In the continental U.S., Lucent Technologies provides a toll-free customer hotline 24 hours a day. Call the hotline at 1-800721-7071 or your Lucent Technologies Authorized Dealer , if you need assistance when programming or using your system. Consultation charges may apply.

Outside the continental U.S., contact your Lucent Technologies Representative or local Authorized Dealer.

Federal Communications Commission (FCC) Interference Information

References to FCC regulations are not applicable outside of the U.S.

Class A Compliance

This equipment, in the 5-Slot configuration and in the 2-Slot configuration with a 362EC module or PARTNER MAIL VS, has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of FCC rules.

These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manuals, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the user will have to correct the interference at his or her own expense.

FCC Notification and R epair Infor mation

This equipment is registered with the FCC in accordance with Part 68 of its rules. In compliance with those rules, you are advised of the following:

Means of Connection: Connection to the telephone network shall be through a standard network interface jack USOC RJ11C. These USOCs must be ordered from your local telephone company.

FCC-compliant line cords are provided with Line and Line/Extension Modules for connecting to the telephone company-provided USOC RJ11C jacks. Use only FCCcompliant line cords and jacks for these connections.

This equipment may not be used with party lines or coin telephone lines. Notification to the Telephone Companies: Before connecting this equipment, you or

your equipment supplier must notify your local telephone company’s business office of the following:

■ The telephone number(s) you will be using with this equipment.

■ The appropriate registration number and ringer equivalence number (REN),

which can be found on the right-hand side of the control unit.

■ The facility interface code, which is O2LS2.

You must also notify your local telephone company if and when this equipment is permanently disconnected from the line(s).

REN Information: The REN is used to determine the quantity of devices that may be connected to the same telephone line. Excessive RENs on the telephone line may result in the devices not ringing in response to an incoming call. In most, but not all areas, the sum of RENs should not exceed two (2.0). To be certain of the number of devices that may be connected to a line, as determined by the total RENs, contact the local telephone company.

Repair Instructions: If you experience trouble because your equipment is malfunctioning, the FCC requires that you disconnect the equipment from the network and not use it until the problem has been corrected. Repairs to this equipment can only be made by the manufacturer, by its authorized agents, or by others who may be authorized by the FCC. In the event repairs are needed on this equipment, please contact the Lucent Technologies hotline at 1-800-721-7071 or your local Authorized Dealer. For warranty information, see Appendix B.

Rights of the Local Telephone Company: If this equipment causes harm to the telephone network, the local telephone company may discontinue your service temporarily. If possible, they will notify you in advance. But if advance notice is not practical, you will be notified as soon as possible. You will also be advised of your right to file a complaint with the FCC.

Your local telephone company may make changes in its facilities, equipment, operations, or procedures that affect the proper functioning of this equipment. If they do, you will be notified in advance to give you an opportunity to maintain uninterrupted telephone service.

Hearing Aid Compatibility: All system phones are compatible with inductively coupled hearing aids as prescribed by the FCC.

Industry Canada (IC) Notification and Repair Information

The Industry Canada (IC) label identifies certified equipment. This certification means that the equipment meets certain telecommunications network protective, operational, and safety requirements. The IC does not guarantee the equipment will operate to the

user’s satisfaction. Before installing this equipment, users should ensure that is permissible to connect it to

the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. In some cases, the company’s inside wiring for single-line individual service may be extended by means of a certified connector assembly (telephone extension cord). The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations.

Repairs to certified equipment should be made by an authorized Canadian maintenance facility designated by the supplier. Any repairs or alterations made by the user to this equipment, or any equipment malfunctions, may give the telecommunications company cause to request the user to disconnect the equipment.

Users, for their own protection, should ensure that the electrical ground connections of the power utility, telephone lines, and internal metallic water pipe system, if present, are connected. This precaution may be particularly important in rural areas.

CAUTION:

Users should not attempt to make such connections themselves, but should contact the appropriate electrical inspection authority or electrician, as appropriate.

To prevent overloading, the Load Number (LN) assigned to each terminal device denotes the percentage of the total load to be connected to a telephone loop used by the device. The termination on a loop may consist of any combination of devices subject only to the requirement that the total of the Load Numbers of all the devices does not exceed 100.

IC Certification No: See the label on the side of the control unit. CSA Certification No: LR 60486 Load No: 7

Renseign ements sur la notification du min istére des Industrie Canada et la réparation

L’étiquette du Ministére des Industrie Canada identifie le matériel homologué. Cette étiquette certifie que le matériel est conformé à certaines normes de protection, d’exploitation et de sécurité des réseaux de télécommunications. Le Ministére n’assure toutefois pas que le matériel fonctionnera à la satisfaction de l’utilisateur.

Avant d’installer ce matériel, l’utilisateur doit s’assurer qu’il est permis de le raccorder aux installations de l’entreprise locale de télécommunication. Le matériel doit également être installé en suivant une méthode acceptée de peuvent etre prolonges au moyen d’un dispositif homologue de raccordement. Dans certains cas, les fils intérieurs de l’enterprise utilisés pour un service individuel à ligne unique peuvent être prolongés au moyen d’un dispositif homologué de raccordement (cordon prolongateur téléphonique interne). L’abonné ne doit pas oublier qu’il est possible que la conformité aux conditions énoncées ci-dessus n’empêchent pas la dégradation du service dans certaines situations. Actuellement, les entreprises de télécommunication ne permettent pas que l’on raccorde leur matériel à des jacks d’abonné, sauf dans les cas précis prévus pas les tarifs particuliers de ces entreprises.

Les réparations de matériel homologué doivent être effectuées par un centre d’entretien Canadien autorisé désigné par le foumisseur. La compagnie de télécommunications peut demander à l’utilisateur de débrancher un appareil à la suite de réparations ou de modifications effectuées par l’utilisateur ou à cause de mauvais fonctionnement.

Pour sa propre protection, l’utilisateur doit s’assurer que tous les fils de mise à la terre de la source d’énergie électrique, des lignes téléphoniques et des canalisations d’eau métalliques, s’il y en a, sont raccordés ensemble. Cette précaution est particuliérement importante dans les régions rurales.

ADVERTISSEMENT:

L’utilisateur ne doit pas tenter de faire ces raccordements lui-même; il doit avoir racours à un service d’inspection des installations électriques, ou à un electrician, selon le cas.

L’indice de charge (IC) assigné à chaque dispositif terminal indique, pour éviter toute surcharge, le pourcentage de la charge totale qui peut être raccordée a un circuit téléphonique boucié utilisé par ce dispositif. La terminaison du circuit boucié peut être constituêe de n’importe quelle combinaison de dispositifs, pourvu que la somme des indices de charge de l’ensemble des dispositifs ne dépasse pas 100.

No d’homolagation: Voir l’étiquette sur le côté de l’unité de contrôle.

No de certification CSA: LR 60486 L’indice de charge: 7

Contents

About This Guide vii

■ Purpose vii

1 Overview 1-1

■ Features and Capabilities 1-1

■ System Components 1-3

■ Auxiliary Equipment 1-13

2 Programming 2-1

■ Overview 2-1

■ Hardware Considerations 2-2

■ Initial System Setup 2-3

■ Changing Settings after Installation 2-6

■ Changing Settings to Support

PBX or Centrex Services 2-9

■ System Programming Options 2-10

■ Using System Programming 2-16

■ Telephone Programming Options 2-21

■ Using Telephone Program min g 2-25

3 Learning about Telephones 3-1

■ System Telephones 3-1

■ Standard Telephones 3-8

■ Combination Extensions 3-13

■ Using Telephones 3-14

4 Using Auxiliary Equipment 4-1

■ Overview 4-1

Contents

■ Answering Machines 4-4

■ Auto Attendant 4-8

■ Credit Card Scanners 4-9

■ Fax Machines 4-10

■ Modems 4-18

■ Night Service with Auxiliary Equipment 4-20

■ Voice Messaging Systems 4-22

5 Feature Reference 5-1

■ Overview 5-1

■ AA (Automated Attendant) Extensions

(#607) 5-4

■ Abbreviated Ringing (#305) 5-5

■ Allowed List Assignments (#408) 5-6

■ Allowed Phone Number Lists (#407) 5-7

■ Answering Calls 5-10

■ Auto Dialing 5-13

■ Automatic Extension Privacy (#304) 5-16

■ Automatic Line Selection 5-18

■ Automatic System Answ e r But ton

(#111) 5-21

■ Automatic System Answer Delay

(#110) 5-24

■ Automatic System Answer Lines

(#204) 5-26

■ Automatic System Answer Mode

(#121) 5-28

■ Automatic System Answer

Record/Playback (I891) 5-30

■ Automatic VMS Cover (#310) 5-33

■ Background Music (F19) 5-35

■ Backup Programming—Automatic

(#123) 5-37

■ Backup Programming—Manual (#124) 5-39

■ Call Coverage (F20,XX,XX) 5-41

■ Call Coverage Rings (#116) 5-45

■ Call Forwarding/Call Follow-Me

(F11,XX,XX) 5-46

Contents

■ Call Park 5-49

■ Call Pickup (I6XX) 5-51

■ Call Waiting (#316) 5-52

■ Caller ID 5-54

■ Caller ID Inspect (F17) 5-56

■ Caller ID Name Display (F16) 5-58

■ Caller ID Type (#122) 5-59

■ Calling Group Extensions (#502) 5-61

■ Conference Calls 5-62

■ Conference Drop (F06) 5-64

■ Copy Settings (#399) 5-65

■ Dial Mode (#201) 5-67

■ Direct Extension Dial Button (#113) 5-68

■ Direct Extension Dial Delay (#112) 5-71

■ Direct Extension Dial Lines (#205) 5-72

■ Direct Extension Dial Record/Playback

(I892) 5-74

■ Direct Line Pickup—Active Line (I68LL) 5-77

■ Direct Line Pickup—Idle Line (I8LL) 5-79

■ Disallowed List Assignments (#405) 5-81

■ Disallowed Phone Number Lists (#404) 5-82

■ Display 5-85

■ Display Language (#303) 5-87

■ Distinctive Ring (#308) 5-88

■ Do Not Disturb (F01) 5-89

■ Doorphone Alert Extensions (#606) 5-91

■ Doorphone Extension (#604 and #605) 5-92

■ Emergency Phone Number List (#406) 5-94

■ Exclusive Hold (F02) 5-96

■ Extension Name Display 5-98

■ External Hotline (#311) 5-100

■ Fax Machine Extensions (#601) 5-102

■ Group Call Distribution (#206) 5-103

■ Group Calling—Ring/Page (I7G/I*7G) 5-105

■ Group Hunting—Ring/Voice Signal

(I77G/I*77G) 5-109

■ Group Pickup (I66G) 5-113

■ Hold 5-115

■ Hold Disconnect Time (#203) 5-117

■ Hotline (#603) 5-119

iii

Contents

■ Hunt Group Extensions (#505 ) 5-121

■ Intercom Dial Tone (#309) 5-123

■ Joining Calls 5-124

■ Last Number Redial (F05) 5-126

■ Line Access Mode (#313) 5-128

■ Line Access Restriction (#302) 5-130

■ Line Assignment (#301) 5-132

■ Line Coverage Extension (#208) 5-136

■ Line Ringing 5-138

■ Making Calls 5-140

■ Manual Signaling (F13XX or F13*XX) 5-145

■ Message Light Off (F10XX) 5-147

■ Message Light On (F09XX) 5-149

■ Music-On-Hold (#602) 5-151

■ Music-On-Hold Volume (#614) 5-153

■ Night Service Button (#503) 5-154

■ Night Service Group Extensions (#504) 5-157

■ Number of Lines (#104) 5-158

■ Outgoing Call Restriction (#401) 5-160

■ Outgoing Call Restriction Button (#114) 5-162

■ Outside Conference Denial (#109) 5-165

■ Personal Speed Dial Numbers 5-166

■ Pickup Group Extensions (#501) 5-169

■ Pool Access Restriction (#315) 5-170

■ Pool Extension Assignment (#314) 5-172

■ Pool Line Assignment (#207) 5-175

■ Privacy (F07) 5-177

■ Recall (F03) 5-179

■ Recall Timer Duration (#107) 5-181

■ Restore Programming (#125) 5-182

■ Ring on Transfer (#119) 5-184

■ Rotary Dialing Timeout (#108) 5-185

■ Save Number Redial (F04) 5-186

■ Send All Calls 5-188

■ Special Dialing Functions 5-190

■ Star Code Dial Delay (#410) 5-192

■ Station Lock (F21) 5-195

■ Station Unlock (F22) 5-198

■ System Date (#101) 5-199

■ System Day (#102) 5-200

Contents

■ System Password (#403) 5-201

■ System Release Status (F59) 5-202

■ System Reset—Programming Saved

(#728) 5-203

■ System Speed Dial Numbers 5-205

■ System Time (#103) 5-208

■ Toll Call Prefix (#402) 5-209

■ Touch-Tone Enable (F08) 5-210

■ Transfer Return Extension (#306) 5-211

■ Transfer Return Rings (#105) 5-213

■ Transferring Calls 5-215

■ VMS Cover (F15) 5-219

■ VMS Cover Rings (#117) 5-221

■ VMS Hunt Delay (#506) 5-222

■ VMS Hunt Schedule (#507) 5-223

■ Voice Interrupt on Busy (#312) 5-224

■ Voice Interrupt on Busy T alk-Back (F18) 5-226

■ Voice Mailbox Transfer (F14) 5-228

■ Wake Up Service Button (#115) 5-230

6 Troubleshooting 6-1

■ Customer Self-Service Center on the

Internet 6-2

■ When You Need Help 6-3

■ Power Failure Operation 6-4

■ Battery Replacement 6-5

■ Clearing a Backup-Failure Alarm 6-9

■ Problems with System Phones 6-10

■ Problems with Standard Phones 6-14

■ Other Problems with Phones 6-16

■ Problems with Combination Extensions 6-21

■ Problems with Standard Devices 6-22

■ Problems with ASA/DXD Cards 6-23

■ Problems with Automatic Backup 6-24

■ Problems with Manual Backup 6-26

■ Problems with System Restore 6-28

■ System Problems 6-30

■ Other Problems with System 6-33

Contents

A Specifications A-1

B Maintenance, Repair,

and Ordering Information B-1

■ Maintenance B-1

■ Repair Information B-1

■ Lucent Technologies Limited Warranty

and Limitation of Liability B-2

■ Product Ordering Information B-3

C Speed Dial Form C-1

■ Speed Dial Form C-1

GL Glossary GL-1

IN Index IN-1

Programming Quick Reference

Feedback Form

About This Guide

Purpose

This guide is intended for the System Manager. It explains what the PARTNER

Endeavor™ can do, provides instructions for programming and using the system, and tells how to get the most out of the system’s many features and capabilities.

Terminology

Throughout this guide, the PARTNER Endeavor Communications System is referred to simply as the designed to work with the system are called industry-standard telephones with the system, which are referred to as

phones

Messaging PC Card or PARTNER MAIL® Voice Messaging System, which you may have connected to the system, is referred to as the

in this guide. Finally, the PARTNER MAIL VS®, PARTNER® Voice

system

and Lucent Technologies telephones specifically

system phones

. You can also use

standard

voice messaging syst e m

How to Use This Guide

For information about the following topics, refer to the appropriate chapter:

■

Getting Acquainted.

and hardware components.

■

Programming the System.

to accommodate new or expanding needs. Chapter 2 provides general programming information , while Chapter 5 provides detailed instructions for programming specific system features.

■

Training Co-Workers.

phones work with the system. To help train co-workers on telephone basics, you can share this information with them.

■

Using Auxiliary Equipment.

auxiliary equipment, including fax machines, modems, voice messaging systems, and call reporting dev ic es . Chapter 4 provides advice on setting up these devices to work effectively with the system.

Chapter 1 provides an overview of system features

You can change your system’s settings easily

Chapter 3 explains how system and standard

The system supports a wide variety of

vii

About This Guide

■

Daily Operation.

to oversee some of the system’s daily operations. For example, you may need to turn on Night Service at the end of each day before leaving the office. Reference information about all features, including descriptions and instructions for using each feature, is provided in Chapter 5.

■

Solving Problems.

problems if your system or telephones malfunction.

Once you are experienced with the system, use the Table of Contents or Index to locate the information you need.

Throughout this guide, feature names are printed in bold—for example, System

Date (#101). Chapter 5, ‘‘Feature Reference’’ provides comprehensive information about each feature, with the features arranged in alphabetical order. For example, if you see a reference to System Date (#101), you can look it up in Chapter 5 for details.

Product Safety Statements

Depending on how your system is set up, you may need

Chapter 6 provides information about solving

Product safety statements are identified in this guide by a .

CAUTION:

Indicates the presence of a hazard that will or can cause minor personal injury or property damage if the hazard is not avoided.

WARNING:

Indicates the presence of a hazard that can cause severe or fatal personal injury if the hazard is not avoided.

How to Comment on This Guide

A feedback form is located at the end of this guide, after the appendices. If the form is missing, send your comments and recommendations for changes to: Publications Manager, Lucent Technologies, 211 Mount Airy Road (Room 2W-226), Basking Ridge, NJ 07920 (FAX 1-908-953-6912).

viii

Purpose

Important Safety Instructions

The following list provides basic safety precautions that should always be followed when using your telephone equipment:

1. Read and understand all instructions.

2. Follow all warnings and instructions marked on the product.

3. Unplug all telephone connections before cleaning. DO NOT use liquid cleaners or aerosol cleaners. Use a damp cloth for cleaning.

4. This product should be serviced by (or taken to) a qualified repair center when service or repair work is required.

5. DO NOT use this product near water—for example, in a wet basement

location.

6. DO NOT place this product on an unstable cart, stand, or table.

7. Never push objects of any kind into slots or openings as they may touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock. Never spill liquid of any kind on the product.

8. DO NOT use the telephone to report a gas leak in the vicinity of the leak.

9. The product is provided with a three-wire grounding type plug. This is a safety feature. DO NOT defeat the safety purpos e of the ground ing ty pe pl ug. DO NOT staple or otherwise attach the power supply cord to building surfaces.

CAUTION:

DO NOT block or cover the ventilation slots or openings. They prevent the product from overheating. DO NOT place the product in a separate enclosure unless proper ventilation is provided. DO NOT place the product flat on a surface. The control unit must be wall-mounted.

About This Guide

Overview

Features and Capabilities

The following list provides an overview of the PARTNER Endeavor™ Communications System’s features. The features apply to all releases of PARTNER Endeavor unless specified otherwise.

■ Full line of system phones, some with displays showing date, time, and

programming and feedback messages. All system phones provide access to multiple outside lines and system features.

■ Programmable buttons on system phones, providing one-touch access to

system features by simply by pressing the button.

■ Intuitive operation of basic call-handling capabilities including transfer,

conference, and hold.

■ Intercom (inside) calling to other system extensions using an Intercom

button and the two-digit number assigned to the extension. Users can either ring or voice-signal an idle system phone; use Voice Interrupt On Busy to signal another user who is active on a call; or manually signal to audibly alert another predetermined extension.

■ Grouping of extensions for flexibi lit y in direc ti ng and answer i ng calls .

■ Integrated voice messaging support with the PARTNER MAIL VS system or

P ARTNER MAIL system, so callers can reach a desired extension or group without operator assistance and leave messages at unanswered or busy extensions.

■ PARTNER Voice Messaging PC Card provides a voice messaging service

as well as effective solutions for after-hours call answering and back-up for the receptionist.

■ Caller ID support on system display phones (if Caller ID service is available

from your local telephone company and you subscribe to it).

1-1

Overview

■ Power failure operation with a standard phone, allowing you to make calls

from extension 10 during a power failure while retaining programmed equipment settings for up to four days. (An optional Uninterruptible Power Supply, or UPS, is also available to allow full equipment operation during a power failure.)

■ Centrex or PBX operation support—including one-touch dialing of feature

access codes on system phones.

■ Flexible dialing restrictions and permissions so you can control telephone

activity and phone bills.

■ Special hospitality features that let Bed-and-Breakfast proprietors, for

example, regulate phone use in guest rooms and schedule wake-up calls for guests.

■ Easy-to-use programming procedures, making it simple for you to manage

your system and telephones. System display phones provide messages and prompts during programming.

■ Two system-programming extensions, allowing you to program the system

from one extension without interrupting call activity at the other programming extension—usually the receptionist’s extension.

■ Modular connections to the control unit, making it easy to reconfigure your

system or to add lines and/or extensions as your business grows.

■ Direct connections for industry-standard devices—including most standard

phones, fax machines, answering machines, modems, and credit card scanners.

■ Optional equipment support, including doorphones, Music-On-Hold

, auto attendants, extra alerts, and PC Cards for Backup/Restore or for software upgrades. Doorphones work only on Tip Ring ports, which are the bottom two ports on a processor or a 362EC expansion module.

■ Automatic System Answer feature to help answer and route calls.

■ Direct Extension Dial feature to allow callers to dial an extension or help

group directly without the aid of the receptionist.

■ Line Pooling to create up to four groups, or pools, of multiple outside lines.

When users access a pool to make a call, the system selects an available line from the pool.

■ Call Coverage for users who are unable to answer their calls, but want their

calls answered by another individual.

1. The performance of music over telephone lines is a public performance under United States Copyright law. Accordingly, in order for the perfor mance of that musi c to be lawful, it must be licensed annu ally to the us er by the copyri ght owners or the ir represent atives. One way to obtain permission is to contact ASCAP, BMI, and/or similar performing rights

organizations, to obtain a license. Or, you can purchase a Magic-On-Hold® system, which includes the required license for the first year. This license must be renewed annually by the copyright owners or their representatives.

1-2

System Components

Modular hardware design makes the system easy to install and expand. The basic system consists of a PARTNER Endeavor processor module, which supports three lines and eight extensions. Using these lines and extensions, you can add various optional devices and telephones to configure your system to meet your needs. To expand the system to include more lines and extensions, simply attach

additional modules and a carrier to contain them. The term “control unit” is used to refer to the stand-alone PARTNER Endeavor 362 processor module (or to the carrier and the modules it contains), since this is the heart of the system. Figure 1-1 shows an example of system components.

WARNING:

There are no customer-serviceable components inside the system modules or carrier. There are hazardous voltages within that can cause severe or fatal personal injury. DO NOT OPEN THE MODULES.

1-3

Overview

PARTNER Endeavor 362 Processor Module

MUSIC ON HOLD

C om

C ombo

Endeavor -34

Endeavor -18D

Endeavor -6

Endeavor

-18

Figure 1-1. Sample System Components

Expansion

(for extension jacks on last 2 ports of Endeavor 362 Processor Module or 362EC Expansion Module)

1-4

System Components

Configurations

The system can have one of three basic configurations:

■ Stand-alone PARTNER Endeavor 362 processor module. This

configuration does not use a carrier.

■ 2-Slot Carrier, which can hold up to two modules. The PARTNER Endeavor

362 processor module resides in the leftmost slot with either a 362EC expansion module or PARTNER Mail VS (PMVS) module in the right slot.

■ 5-Slot Carrier, which can hold up to five modules. The PARTNER Endeavor

362 processor module resides in the center slot with four 362EC expansion modules in the remaining slots or three 362EC expansion modules and one PARTNER Mail VS module in the last slot.

NOTE:

A PARTNER Endeavor PC Upgrade Card is required.

In either carrier, one and only one of the modules must be a PARTNER Endeavor 362 processor module. The modules slide into the carrier, which channels power to the system.

System Modules

The following system modules can be installed in your system:

■ PARTNER Endeavor 362 Processor Module provides the software

■ 362EC Expansion Module provides expanded line and extension

intelligence that controls the system’s features. It has jacks for three outside lines, eight extensions (the top six station ports support only Enhanced Tip Ring devices and the bottom two ports support both Enhanced Tip Ring and Tip Ring devices), a Music-On-Hold audio source and a grounding screw. It also has one PC Card slot, a bicolor red and green light-emitting diode (LED), and two AAA user-replaceable batteries. The module also provides support for Caller ID information on system display phones. The system requires one PARTNER Endeavor 362 processor module.

capability. It has jacks for three outside lines and eight extensions (again, Tip Ring devices are only supported on the bottom two ports). By using four 362EC expansion modules, you can have a maximum of 40 extensions with 15 lines (one PARTNER Endeavor 362 processor module and four 362EC expansion modules) .

NOTE:

A 362EC expansion module will work ONLY in conjunction with a PARTNER Endeavor 362 processor module.

To get Caller ID, first you must subscribe to the service from your local phone company (if it is available) on a per-line basis, then connect those lines associated

1-5

Overview

with Caller ID to the line jacks. Any users with system display phones who receive calls on Caller ID lines will get Caller ID. For more information, see “Caller ID” in

Chapter 5.

If you want message-waiting capability on standard phones that are equipped with LED-compatible message-waiting lights, you must connect those phones to the bottom two extension jacks on a PARTNER Endeavor 362 processor module or 362EC expansion module. Standard phones can be used to make calls when plugged into any port of the PARTNER Endeavor 362 processor module or 362EC expansion module. However, standard phones will ring only when plugged into the Tip Ring ports, which are the bottom two ports.

With the exception of headphones, auxiliary equipment works only on Tip Ring ports (headphones do not require a ring and can therefore be plugged into any port). The top six station ports support only Enhanced Tip Ring devices and the bottom two ports support both Enhanced Tip Ring and Tip Ring devices.

Table 1-1. Summary of Module Capacities

Module Lines Extensions

362 3 8 362EC 3 8

NOTE:

When using a PARTNER MAIL VS Module with the PARTNER Endeavor System, extension numbering is done dynamically. That is, when numbering extensions, the module counts as six extensions. However, it is recommended that the PARTNER MAIL VS module be placed in the last slot of a 2-Slot or 5-Slot Carrier.

System Batteries

The system uses two user-replaceable AAA-size standard alkaline batteries in the PARTNER Endeavor 362 processor module to ensure that the system programming and telephone programming settings are not lost in case of a power failure. See Chapter 6, ‘‘Troubleshooting’’ for instructions for replacing the batteries.

PC Card Slot

The PAR TNER Endeavor 362 processor module has one PCMCIA (Personal Computer Memory Card International Association) interface slot (hereafter referred to as PC Card slot). You can buy the following PC Cards to use in this slot:

1-6

■ Backup and Restore PC Card

■ PARTNER Endeavor PC Upgrade Card—To upgrade from 2-Slot to

5-Slot system. This must be a PARTNER Endeavor Upgrade Card for use on a PARTNER Endeavor only.

System Components

■ Automatic System Answer/Direct Extension Dial PC Card

■ PARTNER Voice Messaging PC Card

For information on installing PC Cards, see

Instructions

PARTNER PC Card Installation

System Capacity

The PARTNER Endeavor release that you have, the carrier you use, and the combination of modules installed determine the number of available lines and extensions.

Tab l e 1-2. Configurations fo r Maximum Lines or Maximum Extensions for

PARTNER Endeavor

Configuration Maximum Lines and Extensions

Stand-alone PARTNER Endeavor 362 processor module

(Total = 3 lines, 8 extensions)

2-Slot Carrier One PARTNER Endeavor 362 processor module, one 362EC

expansion module (Total = 6 lines, 16 extensions)

2-Slot Carrier One PARTNER Endeavor 362 processor module, one PMVS

module (Total = 3 lines, 8 extensions)

5-Slot Carrier One PARTNER Endeavor 362 processor module, four 362EC

expansion modules (Total = 15 lines, 40 extensions)

5-Slot Carrier One PARTNER Endeavor 362 processor module, three 362EC

expansion modules, and one PMVS module (Total = 12 lines, 32 extensions)

System Mode

The system supports two modes of operation. The mode of operation determines how users access outside lines from their phones:

■

Key Mode.

■

Hybrid Mode.

However, you also can create up to four groups, or outside lines. When the user accesses a pool to make a call, the system selects an available line from the pool. Since multiple lines are associated with the pool, the user does not know which line within the pool is being used to make the call.

Users access individual outside lines to make and receive calls.

Users can access individual outside lines as in Key mode.

pools,

of multiple

1-7

Overview

System mode is determined by the configuration of the processor module. By default, the system is configured for Key mode. Changing to Hybrid mode requires modifying the processor module.

Only Lucent Technologies Authorized Personnel or Authorized Dealers can modify the processor module to accommodate Hybrid mode.

The mode for your system must be decided upon before installation; and in the continental U.S., the mode must be registered with the Federal Communications Commission (FCC) (see ‘‘FCC Registration’’ later in this section).

Key Mode

When the system operates in Key mode, individual outside lines are assigned to

users’ extensions for making and receiving calls. At extensions with system phones, each individual line (Line 1, Line 2, Line 3, etc.) assigned to the extension is represented by its own line button. Users can press any of the available line buttons on their system phones to make outside calls. (Standard phone users must dial 9 at intercom dial tone to make an outside call since their phones do not have line buttons.)

Key mode enables users to easily join calls since each line button can be labeled using a unique line number. For example, if you are requested to join a call on Line 2, you simply press the line button labeled “Line 2.” Key mode also lets users monitor call activity using the lights next to the line button—everyone who has a specific line assigned to their extension can tell when an incoming call is ringing on that line, when a call on that line is on hold, and when that line is in use.

At installation, the system assigns outside lines to the buttons on all system phones from left to right, starting with the bottom row of buttons. On an extension basis, you can change which lines are assigned and which buttons are used to select the lines, if desired.

All extensions in a system configured for Key mode are referred to as

extensions

key

Hybrid Mode

Hybrid mode offers users flexibility in accessing outside lines from their phones. As in Key mode, individual lines can be assigned to system extensions.

pools.

Additionally, multiple outside lines can be grouped together in

main

can have up to four pools, including a pool is identified by a

Pools are represented on system phones by buttons give users access to pool is associated with only contains most of your company’s outside lines, it is associated with buttons. This setup allows the user to place a call using one of the main pool buttons, put that call on hold, and make another call using the second main pool button. Or, the user can establish a conference call using lines in the main pool. The main pool and each auxiliary pool can be assigned to an extension, for a maximum of five pool buttons.

pool access code

multiple

one

pool button. Since the main pool typically

pool and three

—880, 881, 882, and 883 respectively.

pool buttons.

lines from a single button. Each auxiliary

auxiliary

Unlike line buttons, pool

The system

pools. Each

two

pool

1-8

System Components

System phone users can press any of the available pool buttons on their phones or they can enter the pool access code at intercom dial tone to make an outside call. (Standard phone users must dial 9 or enter the pool access code at intercom dial tone to access a pool since their phones do not have pool buttons.) After the user presses a pool button or enters a pool access code, the system selects a free line from the pool for the user to make the call. A user can access a pool as long as there is at least one available line in the pool.

A major benefit of Hybrid mode is that it allows users who have system phones with fewer buttons to have access to multiple outside lines and various types of pools. You can make efficient use of outside lines by grouping those of a similar type or function together. For example, you can create an auxiliary pool of WATS or international lines and assign the pools to different groups of users.

Additionally, individual lines can be assigned to a manager’s extension so that he or she always has access to an outside line.

In Hybrid mode, extension 10

always

operates like an extension in Key mode. This means that every outside line in the system is associated with a specific line button at extension 10.

All other extensions can be set up with access to only lines, only pools, or a combination of lines and pools:

■ Those extensions that have pool buttons, even if they also have individual

line buttons, are called

■ Those extensions that have only line buttons (including extension 10) are

key extensions.

called

pooled extensions.

Key extensions cannot access pools.

If your system is configured for Hybrid mode, keep in mind:

■ A line can be assigned to only one pool.

■ Individual extensions can have restricted access to specific pools.

■ Individual lines can be assigned to an extension with pool buttons as long

as the lines are not part of any pool.

At installation, the system assigns all outside lines to the main pool and assigns the main pool to the two leftmost buttons on the bottom row of all system phones, except extension 10. If desired, you can remove some of the lines from the main pool and create auxiliary pools. Then you can assign pools and/or individual lines on a per extension basis.

FCC Registration

In the continental U.S., your system’s mode of operation must be registered with the FCC as either KF (Key Function) for Key or MF (Multifunction) for Hybrid. If the system is registered as KF, no outside lines can be pooled; if the system is registered as MF, lines can be pooled and individual lines also can be assigned directly to line buttons.

1-9

Overview

Telephones

System Telephones

This guide refers to Lucent Technologies telephones specifically designed to work with the system as system phones. These include the PARTNER Endeavor-34D, PARTNER Endeavor-18D, PARTNER Endeavor-18, and PARTNER Endeavor-6

telephones. You can also use the Trans Talk© 9000-series wireless phones, including MDW 9000, MDW 9010, MDW 9030P and MDW 9031P Pocketphone, although they are not discussed in this guide. For information about a TransTalk 9000-series phone, refer to the documentation that comes with the phone.

System phones have several buttons in common: volume control buttons, and the

f, C, A, h,! and S buttons. In addition, each phone has

programmable buttons

numbers, outside phone numbers, or system features. Outside lines and pools, as well as some system features, require buttons with status lights. Programmable buttons without lines or pools assigned to them can be programmed with numbers or features, so you can use the feature or dial the number with one touch. The number in each PARTNER Endeavor-model name indicates the number of buttons with status lights.

that can be used for outside lines, pools, extension

If the PARTNER Endeavor-model phone has a display, indicated by a “D” in the model name, users receive messages and prompts when making calls and when programming. PARTNER Endeavor-model phones have a 16-character display . (More information about the display is provided in Chapter 5.) A system display phone is

Valid system extensions are 10 – 49. When using a PARTNER MAIL VS Module with the PARTNER Endeavor System, extension numbering is done dynamically. That is, when numbering extensions, the module counts as six extensions.

Table 1-3 summarizes PARTNER Endeavor-model system phone features.

required

for system programming.

1-10

System Components

Table 1-3. PARTNER Endeavor-Model System Phones

34D 18D 18 6

Total Number of

32 16 16 4 Programmable Buttons with Status Lights

Total Number of

4400 Programmable Buttons without Status Lights

Key Mode Button

32 16 16 4 Capacity (Number of Programmable Buttons with Status Lights)

Hybrid Mode Pool Button Capacity

5554

Line Capacity 15 15 15 4 Intercom Buttons 2 2 2 2 Display

✔✔——

Speakerphone ✔✔✔✔

1. The main pool uses two buttons.

2. PARTNER Endeavor-model phones have a 16-character display.

1-11

Overview

Intercom Autodialers

PARTNER Endeavor-model system phones support the PARTNER-CA48 Call Assistant Intercom Autodialer at extensions 10 and 11. The autodialer provides Auto Dial buttons for all of the extensions in your system. The status lights next to each button also indicate calling activity at that extension. Users can program the Auto Dial buttons for either intercom ringing, voice signaling, or manual signaling.

(Note that each user can have only one Auto Dial button—either on the system phone or on the autodialer—for another extension in the system.) The Auto Dial buttons allow the user to dial, signal, or transfer calls to system extensions with one touch. For more information about Auto Dial buttons, see “Auto Dialing” in

Chapter 5.

Standard Telephones

You can also use industry-standard single-line rotary or touch-tone telephones, including feature phones with built-in feature buttons and lights, with the system. This guide refers to such telephones as Technologies-certified standard phones are recommended.

standard phones

. Lucent

NOTE:

Standard phones can be used to make calls when plugged into any port of the PARTNER Endeavor 362 processor or 362EC expansion module. However, standard phones will ring only when plugged into the Tip Ring ports, which are the bottom two ports.

The following Lucent Technologies phones can make use of the system’s message-waiting capability:

■ 2500 YMGL Single-Line Analog Telephone Set

■ 8101 Analog Telephone

■ 8101M Analog Tele pho ne

■ 8102 Analog Telephone

■ 8110 Analog Telephone

■ 7102 Plus Analog Voice Terminal

(This model is recommended.)

Check with your local Lucent Technologies Representative or local Authorized Dealer to find out whether other standard phones with message-waiting lights will work.

NOTE:

For message waiting capability, you must connect standard phones with LED-compatible message-waiting lights to a PAR TNER Endeavor 362 processor module. This message-waiting capability does not work with standard phones with neon-type message-waiting lights.

1-12

Auxiliary Equip men t

Enhanced Tip Ring Ports

There are eight Enhanced Tip Ring ports per processor module and 362EC expansion module. The top six station ports support only Enhanced Tip Ring devices and the bottom two ports support both Enhanced Tip Ring and Tip Ring devices. Connect headsets and other adjunct equipment that do not require incoming ringing to any port or through the AUX jack on a PARTNER Endeavor telephone.

NOTE:

Doorphones should not be connected to an Enhanced Tip Ring only port since doorphones rely on receiving a forward disconnect signal to disconnect a call. If a Tip Ring device is connected to an Enhanced Tip Ring only port, a forward disconnect signal is not sent and ringing is not heard at that port.

Auxiliary Equipment

You can connect many types of telecommunications devices to your system

without expensive adapters or additional phone lines—for example, answering machines, credit card scanners, and fax machines. Many industry-standard, single-line devices will wor k with the system regardless of the manufacturer.

For more information, refer to the list in Chapter 4 or contact your Lucent Technologies Representative or local Authorized Dealer. Also, see Chapter 4 for advice on setting up auxiliary equipment to work effectively with the system.

Requirements

An industry-standard device must meet the following conditions:

■ It must be non-proprietary. That is, it cannot be made specifically for use on

a particular telephone system. (For example, you cannot connect a Lucent Technologies MERLIN LEGEND® Communication System phone, because it is specifically designed for use on a MERLIN LEGEND Communication Syst em.)

■ Its Ringer Equivalence Number (REN

REN is shown on a label on the device, usually on the bottom.)

■ You can connect a standard two-line device to the system, but for best

results it should be installed and used as if it were a single-line device.

1. REN is a measure of the power it takes to ring a phone. The ty pical home phone line supports

4.0–5.0 RENs; each extension jack in your system handles up to 2.0 RENs.

) cannot be greater than 2.0. (The

1-13

Overview

Connecting Standard Devices

Y ou can connect a standard device so that it is on an extension by itself, or so that it shares an extension with another piece of equipment (either another standard device or a system phone) as long as the REN of the two devices together does not exceed 2.0. (System phones have 0.0 REN.) For example, you can connect a standard phone and an answering machine to the same extension. An extension with two devices connected to it is called a connect two system phones on one extension. The

Installation

guide provides installation instructions.

NOTE:

combination extension

PARTNER Endeavor

. You cannot

1-14

Programming

Overview

After the system hardware is installed, you can customize the system and individual telephones. This chapter explains how to use accomplish that.

There are two types of programming:

■

System Programming

needs of your business. When the system is first installed, it uses factory settings that reflect the most commonly used options. You can change system settings as needed.

programming

allows you to customize the system to meet the

You can perform System Programming from extension 10 or 11. Because an extension cannot be in programming mode and handle calls at the same time, consider using extension 11 for programming. Doing so gives you the ability to program without disrupting call handling by the receptionist at extension 10.

■

Telephone Programming

individual users’ needs. Individual telephones can be programmed from extension 10 or 11 extension using a system phone

A system display phone is Programming. If you have any 34-button phones in the system, you must use a 34-button display phone to program since an 18-button phone program a 34-button phone.

The system permits programming from a remote location using a Remote Administration Unit—see ‘‘Remote Programming’’ on page 2-22.

This chapter provides general information about programming procedures. When a specific feature name is used, it is printed in bold type. For detailed descriptions and step-by-step instructions, refer to that name in Chapter 5. (A Programming

Quick Reference

is provided at the end of this guide.)

(Centralized Telephone Programming),

allows telephones to be customized to meet

(Extension Programming)

required

for System and Centralized Telephone

cannot

or from a user’s

be used to

2-1

Programming

Hardware Considerations

Programming procedures use line and extension numbers. The line number represents the line jack on a PARTNER Endeavor 362 processor or 362EC expansion module to which the outside line is connected. Similarly, the extension number represents the extension jack on a 362EC expansion module or a PARTNER Endeavor 362 processor module to which the system phone or standard device is connected.

For each 362EC or Endeavor processor module, the system assigns three lines and eight extensions. The system numbers lines and extensions consecutively from left to right in a 2-Slot Carrier, beginning with the PARTNER Endeavor 362 processor module in the leftmost slot; in a 5-Slot carrier, the numbering also begins with the PARTNER Endeavor 362 processor module (in the center slot), and then moves to the

left-most

Figure 2-1 shows the numbering scheme for a PARTNER Endeavor stand-alone configuration, for a 2-Slot Carrier, and for a 5-Slot Carrier.

module and continues consecutively from left to right.

Stand-Alone

Processor

Module

ECS Proc.

P F T

2 3

MUSIC ON HOLD

P F T

COMBO

Line

Jacks

Extension

Jacks

2-Slot Carrier

Module

P F T

2 3

P F T

COMBO

ECS Proc.

MUSIC ON HOLD

362EC Module

5 6

COMBO

Processor

Line

Jacks

Extension

Jacks

5-Slot Carrier

362EC

Modules

362EC Module

5 6

COMBO

Processor

Module

362EC Module

8 9

COMBOCOMBO

COMBO

362EC

Modules

362EC

ECS Proc.

P F T

2 3

MUSIC ON HOLD

P F T

COMBO

Module

11 12

COMBO COMBO

COMBO

14 15

Module

COMBO

Line Jacks

Extension

Jacks

Figure 2-1. PARTNER Endeavor Stand-Alone, 2-Slot, and 5-Slot Systems Configured for

Maximum Lines (3, 6, 15) and Maximum Extensions (8, 16, or 40)

2-2

Initial System Setup

After the control unit is installed, you set up the system using a combination of

and

system Programming procedures are identified by a code (# and three digits); Telephone Programming procedures are identified by the feature name only.

telephone programming procedures. In this guide, System

Use the provide an

System Planner

overview

explains how to use the specific procedures. Other programming procedures are optional, but are strongly recommended to make the most of your investment. (See ‘‘Sys tem Programming Options’’ on page 2-10 and ‘‘Telephone Programming Options’’ on page 2-22 for details.)

Setting the System Clock

After supplying power to the control unit, use the following procedures:

■ System Date (#101) to set the month and day.

■ System Day (#102) to set the day of the week.

■ System Time (#103) to set the hour and minutes.

Assigning Lines

Key Extensions

Use the procedures described in this section to assign individual lines to pooled extensions or assign lines to key extensions. (In Key mode, all extensions are Key extensions; in Hybrid mode, extension 10 and any extensions set to Key using Line Access Mode (#313) are key extensions.)

as a guide when programming. The following sections

of the procedures you use for initial system setup. Chapter 5

only

For initial setup

, use Number of Lines (#104) to specify the number of lines

that will be assigned to all system extensions. Then use the following procedures as needed:

■ Dial Mode (#201) to identify any rotary lines (the default for all lines is

“touch-tone”).

■ Line Assignment (#301) to assign lines to specific extensions (if the line

was not assigned using the Number of Lines procedure), to remove lines from some extensions, or to change the button used to pick up a line at a specific extension.

■ Line Access Restriction (#302) to prevent an extension from receiving

and/or

making outside calls on specific lines.

2-3

Programming

■ Line Ringing (Centralized Telephone Programming) to specify when a line

will start ringing at each extension that has the line. For additional information about line ringing options, see ‘‘Programming a Receptionist’s Extension’’ on page 2-23.

■ Automatic Line Selection (Centralized Telephone Programming) to

specify the order in which the system selects an available line (intercom or outside), when a user at the extension lifts the handset or presses make a call without first selecting a specific line button.

For extensions with standard phones, set Automatic Line Selection to intercom first. This enables standard phones to access system features, including intercom calling. When users lift the handsets on standard phones, they hear intercom dial tone. To access an outside line, they must dial

Pooled Extensions

Use the procedures described in this section if your system is configured for Hybrid mode to change the assignment of lines in pools and to assign auxiliary pools to or remove the main pool from pooled extensions. If a pooled extension also has an individual line, refer to ‘‘Key Extensions’’ to assign that individual line.

S to

For initial setup only, use Number of Lines (#104) to specify the number of lines that will be assigned to the main pool. Then use the following procedures as needed:

■ Dial Mode (#201) to identify any rotary lines (the default for all lines is

“touch-tone”).

■ Pool Line Assignment (#207) to remove lines from the main pool and

assign lines to auxiliary pools.

■ Line Access Mode (#313) to change a specific extension’s operation from

Pooled to Key. Refer to ‘‘Key Extensions’’ to assign lines to those

extensions.

■ Pool Extension Assignment (#314) to remove the main pool, assign

auxiliary pools, or change the location of the button used to select an auxiliary pool at specific extensions. (The location of the two main pool buttons cannot be changed.)

■ Pool Access Restriction (#315) to prevent an extension from receiving

and/or making outside calls on all lines in specific pools.

■ Line Ringing (Centralized Telephone Programming) to specify when a line

or pool will start ringing at each extension that has the line or pool. By default, lines are set to Immediate Ring and pools are set to No Ring. For additional information on line ringing options, see ‘‘Programming a Receptionist’s Extension’’ on page 2-23.

■ Automatic Line Selection (Centralized Telephone Programming) to

specify the order in which the system selects an available line or pool, when a user at the extension lifts the handset or presses

S to make a

call.

2-4

Initial System Setup

For extensions with standard phones, set Automatic Line Selection to intercom first. This enables standard phones to access equipment features, including intercom calling. When users lift the handsets on standard phones, they hear intercom dial tone. To access a pool, they can dial the pool access code 880, 881, 882, or 883 or dial 9 to access the first available line or pool in the sequence.

Customizi ng Extension s

In addition to line or pool assignments, the following procedures can be used to customize an extension:

■ Line Coverage Extension (#208) to identify an extension as the “owner”

of a specific outside line. A user at the extension can activate Call Coverage or VMS Cover for the specified line. Use Call Coverage Rings (#116) to specify the number of times a call should ring at the owner’s extension before it is sent to the covering extension or VMS Cover Rings (#117) to specify the number of times a call should ring at the owner’s extension before it is sent to the owner’s voice mailbox.

■ Display Language (#303) to specify the language (English, French, or

Spanish) for messages that appear on a system display phone.

■ Automatic Extension Privacy (#304) t o prevent other extensions with the

same line from joining a call at the extension. This feature is also useful for extensions connected to a modem, fax, or any device whose function can be disrupted by someone trying to join it.

■ Call Waiting (#316) to identify standard phone extensions that can receive

the system (not the local telephone company) call-waiting tone for a second incoming call when active on a call.

■ Outgoing Call Restriction (#401) to prevent the extension from making

all

certain types of outgoing calls (on

■ Disallowed List Assignments (#405) to assign one or more Disallowed

system lines).

Phone Number Lists to the extension. Use Disallowed Phone Number Lists (#404) to create the lists of outside numbers that extensions

cannot

dial.

■ Allowed List Assignments (#408) to assign one or more Allowed Phone

Number Lists to the extension. Use Allowed Phone Number Lists (#407) to create the lists of outside numbers that otherwise-restricted extensions

can

dial.

■ Pickup Group Extensions (#501), Calling Group Extensions (#502),

Night Service Group Extensions (#504), and Hunt Group Extensions (#505) to place the extension in any of these groups. See ‘‘Setting Up

Groups of Extensions’’ on page 2-14 for more information.

2-5

Programming

Copy Settings

The recommended way to set up your system is to program one extension for each type of phone in the system, then use Copy Settings (#399) to program other phones of the same type. For example, you can program one PARTNER Endeavor-18D phone and then copy its settings to any other extensions that have PARTNER Endeavor-18D or PARTNER Endeavor-18 phones. See ‘‘Copy Settings (#399)’’ on page 5-65 for a list of the programmed settings that are copied.

■ Fax Machine Extensions (#601), Doorphone Extension (#604 and

#605), Doorphone Alert Extensions (#606), AA Extensions (#607), External Hotline (#311), or Hotline (#603) to identify the extension as one

of these equipment types.

NOTE:

With the exception of headphones, auxiliary equipment works only on Tip Ring ports (the bottom two ports of the PARTNER Endeavor 362 processor module or 362EC expansion module). Because headphones do not require a ring, they can be plugged into any port.

■ ‘‘Setting Up Auxiliar y Equipment’’ on page 2-14 provides an overview of

the procedures you use for setting up devices such as voice messaging systems. Also , Chapter 4 provides detailed information and example applications for auxiliary equipment.

Changing Settings after Installation

As your business grows or changes, you will probably need to change the way your system was originally programmed. This section provides some examples and lists the procedures you would use to change settings after installation. For specific details on a procedure, refer to the procedure name in Chapter 5.

■ Automatic System Answer Button (#111)

■ Automatic System Answer Delay (#110)

■ Automatic System Answer Lines (#204)

■ Automatic System Answer Mode (#121)

■ Automatic System Answer Record/Playback (I891)

■ Call Coverage (F20, XX, XX)

■ Call Coverage Rings (#110)

■ Direct Extension Dial Button (#113)

■ Direct Extension Dial Delay (#112)

■ Direct Extension Dial Lines (#205)

■ Direct Extension Dial Record/Playback (I892)

■ Pool Access Restriction (#315)

2-6

Changing Settings after Installation

■ Pool Extension Assignment (#314)

■ Pool Line Assignment (#207)

■ PARTNER Voice Messaging PC Card

For more information about setting these features, see Chapter 5, ‘‘Feature Reference.’’

For more information on using the PARTNER Voice Messaging PC card, see

PARTNER Voice Messaging PC Card Installation, Programming and Use.

Changing the System Clock

You may need to change the system clock for daylight saving time, after a prolonged power failure, or after a system reset. Use System Date (#101), System Day (#102), and System Time (#103) to set the current date, day, and time.

Adding New Lines

Key Extensions

Use this section to add individual lines to pooled extensions or to add new lines to key extensions (all extensions in Key mode; in Hybrid mode, extension 10 and any extensions set to Key using Line Access Mode (#301) are key extensions.)

If you add an outside line to your system, you may need to adjust some line settings. In particular, use Dial Mode (#201) if the new line is a rotary line, Line Assignment (#301) to assign the line to specific extensions, Line Ringing (Centralized Telephone Programming) to specify when the line will start ringing at each extension that has the line, and Line Access Restriction (#302) to limit an

extension’s access to the line. Additionally, the system automatically assigns the new line as the last line in the Automatic Line Selection sequence. If you want to change the order, use Automatic Line Selection (Centralized Telephone Programming).

IMPORTANT:

not

Do setup, because it changes Line Assignment (#301), Line Access Restriction (#302), Automatic Line Selection, and Line Ringing for existing lines back to factory settings. To add a new line without affecting other settings, use Line Assignment (#301).

Pooled Extensions

use Number of Lines (#104) if you add lines to the system

after

initial

Use this section to add new lines to existing pools if your system is configured for Hybrid mode. To assign a new line to a pooled extension as an individual line, follow the procedures in “Key Extensions.”

2-7

Programming

If you add an outside line to your system for use in an existing pool, use Dial Mode (#201) if the new line is a rotary line and Pool Line Assignment (#207) t o add the line to an existing pool.

IMPORTANT:

not

use Number of Lines (#104) if you add lines to the system after

setup, because it changes Pool Line Assignment (#207), Pool Extension

Assignment (#314), Pool Access Restriction (#315), Automatic Line Selection, and Line Ringing for existing pools back to factory settings. Additionally, it changes Line Assignment (#301), Line Access Restriction (#302), Automatic Line Selection, and Line Ringing for individual lines back to

factory settings. To change pool assignments without affecting other settings, use Pool Line Assignment (#207) and Pool Extension Assignment (#314).

Adding New Pools

Use this section if your system is configured for Hybrid mode to create new pools. If you add outside lines to your system for use in a new pool, use Dial Mode (#201) if the new lines are rotary lines, Pool Line Assignment (#207) to assign lines to the new pool, Pool Extension Assignment (#314) to assign the new pool to specific extensions, Line Ringing (Centralized Telephone Programming) to specify when the new pool will start ringing at each extension that has the pool, and Pool Access Restriction (#315) to limit an extension’s access to all the lines

in the new pool. Also use Automatic Line Selection (Centralized Telephone Programming) to add the new pool to the extension’s Automatic Line Selection sequence.

initial

Adding New Extensions

If you add an extension to your system, you can probably use Copy Settings (#399) to copy the settings of an existing extension. If you wish to further adjust a

new extension’s settings, see ‘‘Customizing Extensions’’ on page 2-5.

Swapping Extensions

If a user changes location, but wants to keep the same extension number, you can make the change easily by changing the connection at the control unit.

For example, if the users at extensions 29 and 32 switch offices, you can disconnect the modular plugs from those extension jacks in the control unit. Then reconnect the plug from 32 into extension jack 29 and the plug from 29 into extension jack 32. Now the users can take their respective phones to their new

locations, keep the same extension numbers, and retain the phones’ programmed settings.

2-8

Changing Settings to Support PBX or Centrex Services

This section applies only if you use PBX or Centrex services with your system. If it does not apply, go to the next section, “System Programming Options.”

■ PBX services are provided by a private telephone switch.

■ Centrex services are provided by your local telephone company from a

Central Office (CO) outside your premises. These services include the Centrex lines connected to your control unit modules and some set of

features—such as hold, conference, or transfer—that are available on those lines. Centrex services may be offered in your area under a different name. For specific Centrex features to be available to you, your company must subscribe to those features. For specific information about using Centrex, see the Centrex documentation provided by your local telephone company.

Some of the issues you should consider when setting up your system to work effectively behind a PBX or Centrex system are discussed below. Chapter 5 explains how to use the programming procedures discussed here.

Recall Setting

To set up your equipment to work properly with a PBX or Centrex system, first set Recall Timer Duration (#107) to match the setting used by your PBX or Centrex system (usually 800 msec, or “32”). This setting affects the length of a Recall signal sent by the control unit to access PBX or Centrex services.

Dialing Restrictions

Outgoing Call Restriction (#401) is an equipment restriction intended to limit an extension’s dialing to “inside calls only” (using the phones) or to “inside and local calls only” (allowing calls within the PBX or Centrex system and local calls outside the PBX or Centrex system). However, if users in your system use a dial-out code (9 on most PBX or Centrex systems) before dialing numbers outside the PBX or Centrex system, the equipment will not be able to prevent toll calls for extensions restricted to “inside and local calls only” [unless you use Disallowed Phone Number Lists (#404) to prevent dialing to specific classes of numbers].

If your PBX or Centrex system includes dialing restrictions, use those instead of the equipment restrictions. If you have PBX or Centrex dialing restrictions on a line and also program equipment restrictions, both the PBX or Centrex system and equipment restrictions apply. However, equipment dialing permissions will not override PBX or Centrex system restrictions.

i buttons on system

2-9

Programming

Speed Dial and Auto Dial Numbers

When you program numbers outside the PBX or Centrex system as Speed Dial

and Auto Dial numbers, include the PBX or Centrex system dial-out code “9” on most systems), followed by one or more pauses, in the stored number.

System Programming Options

This section discusses programming options that involve multiple procedures (such as dialing restrictions and auxiliary equipment settings), as well as features that can be used throughout your system (such as Speed Dialing). You can use a combination of programming procedures to set up your system to operate most efficiently, taking into account your company’s telephone service, personnel, and equipment, as well as the special needs of particular departments. This section lists the procedures you can use; for details on using a particular procedure, refer to the procedure name in Chapter 5.

Speed Dialing

You can program up to 100 frequently dialed phone numbers—such as numbers for suppliers, repair services, customers—so that

four

them by pressing three-digit code. These are called

buttons: f (or # on a standard phone) plus a

Dialing Restrictions and Permissions

The system has several procedures for restricting telephone use, and several for overriding those restrictions. You can use any combination of these procedures to design a system that meets your needs.

When a user makes a call, the system checks the number dialed against all of the dialing that apply to the extension making the call. When the number dialed passes a restriction, the system goes to the next restriction, if necessary. If Star Code Dial Delay (#410) is active, star codes are also checked against the restrictions. (Star codes, typically dialed before an outgoing call, provide special services from the local telephone company Central Office (CO); for example,

6 7 enables a dialer to block the sending of Caller ID information to the called

party.) When a user dials a star code, the system checks it against the dialing restrictions to determine whether the code is allowed. If the code is allowed, the system resets its checking procedure and checks the remaining digits that the user dialed to make sure the call is permitted. When a number violates a restriction, the call is stopped and the user hears a reorder tone (fast busy signal).

all users in the system

System Speed Dial Numbers.

can dial

2-10

System Programming Optio ns

IMPORTANT:

While procedures that restrict dialing are very effective, absolute protection against misuse cannot be guaranteed. System phones provide more protection than standard phones. Therefore, it is strongly recommended that you install system phones where restricting phone use is important.

Locking an Extension

The system offers a Station Lock feature that lets users enter a four-digit code on their telephone dialpad to lock their extensions. This helps prevent other users from making outside calls at those extensions.

Restrictin g Access to Outside Lines or Pools

A user can access a line or pool either by lifting the handset, pressing the line or pool button on the phone, or dialing the Direct Line Pickup feature code or a pool access code. If you do not want a user to access a specific outside line or pool, you can use Line Access Restriction (#302) or Pool Access Restriction (#315)

to control an extension’s access to a certain line or pool (whether the line or pool is assigned to the extension or not). Table 2-1 provides examples of settings that can be used to restrict an extension’s access to specific outside lines or pools.

2-11

Programming

Table 2-1. Settings that Restrict an Extension’s Access to a Specific Line

Type of Restrictions or Permissions for the Extension

Can receive and place intercom (inside) calls only

Cannot use a specific outside line or pool

Can only monitor call

Setting for Line Assignment (#301) and Pool Extension Assignment (#314)

All outside lines and pools

“not assigned”

Outside line or pool “not assigned”

Setting for Line Access Restriction (#302) an d Pool Access Restriction (#315)

“No access” for all lines and pools

“No access” for that line or pool

Outside line “assigned” “No access” for that line activity and pick up held calls on a specific line

Can only receive calls on a specific line or pool

Can only place outgoing calls on a specific line

1. If a line or pool is not assigned to the extension, a user can use Direct Line Pickup to access the line or dial the pool access code to access a line in the pool. Emergency numbers, Marked System Speed Dial numbers, Allowed Phone numbers, and numbers dialed using the System Password ov erride all d ialing restric tions if a us er has acces s to an outside line or pool to place the call.

Outside line or pool “assigned”

Outside line or pool may be “assigned”

“Incoming only” for that line or pool

Outgoing only for that line or pool

Controlling Calls on Outside Lines

When an extension is allowed access to an outside line or pool, you can use the following procedures to control calling:

■ Outgoing Call Restriction (#401) defines the type of calls (inside only,

local only, or inside, local, and long-distance) that users can make from all lines or pools available at an extension. Outgoing Call Restriction Button (#114) allows the receptionist at extension 10 to quickly change an

extension’s current Outgoing Call Restriction setting.

■ Disallowed Phone Number Lists (#404) creates up to eight lists of

numbers that cannot be dialed. After creating Disallowed Phone Number Lists, use Disallowed List Assignments (#405) to assign one or more lists to a specific extension.

■ Night Service with System Password (#403) restricts users at extensions

in the Night Service group from dialing outside phone numbers (except Emergency numbers and Marked System Speed Dial numbers) unless the password is entered first.

2-12

System Programming Optio ns

Table 2-2 provides examples of settings that can be used to restrict an extension’s dialing once it gets an outside line or pool.

Table 2-2. Settings that Restrict an Extension’s Dialing Once It Gets an Outside Line or Pool

Type of Restrictions or Permissions for the Extension

Setting for Line Assignment (#301) or Pool Extension Assignment (314)

Setting for Line Access Restriction (#302) or Pool Access Restriction

Setting for Outgoing Call Restriction (#401)

Setting for Disallowed Phone Number Lists (#404)

(#315)

Can place intercom and local calls only (and can

Outside line or pool may be

“assigned”

“No restriction” “Local only” Any local

numbers the extension should not dial

answer any call)

Can place intercom, local and longdistance calls (and can

Outside line or pool may be “assigned”

“No restriction” “No restriction” Any local and

long-distance numbers the extension

should not dial answer any call)

1. The Disallowed List then must be assigned to the extension using Disallowed List Assignment

2. If a line or pool i s not assigned to the exten sion, a user can use Direc t Line Pick up to access th e line

(#405)

or dial the pool access code to access a line in the pool. Emergency numbers, Marked System Speed Dial numbers, Allowed Phone numbers, and numbers dialed using the System Password override all dialing restrictions if a us er has access to an outside line or pool to place the call.

Overridi ng Dialing Restricti ons

The following programming procedures provide ways to override all dialing restrictions, provided the user has access to an outside line or pool:

■ Emergency Phone Number List (#406) defines a list of up to ten numbers

that can be dialed from any extension. A typical number is 911.

■ Marked System Speed Dial Numbers are specially identified System

Speed Dial numbers, which a user can dial by pressing standard phone) followed by a three-digit code.

■ System Password (#403) creates a password that can be entered at any

PARTNER Endeavor-model phone to override dialing restrictions for the duration of a call. The system password should be changed periodically to prevent unauthorized use and toll fraud.

f (or # on a

2-13

Programming

To override all dialing restrictions except Line Access Restriction (#302), pool Access Restrict ion, and Night Service with System Password (#403), use Allowed Phone Number Lists (#407) to create up to eight lists of outside numbers that otherwise-restricted extensions Assignments (#408) to assign one or more of the lists to an extension.

Setting Up Groups of Extensions

You can set up four types of extension groups:

■ Pickup Group Extensions (#501) assigns extensions to one of four

Pickup Groups. A Pickup Group lets any user in the system answer outside calls for any extension in that group.

■ Calling Group Extensions (#502) assigns extensions to one of four

Calling Groups. A Calling Group lets users ring or page all extensions in that group simultaneously or transfer calls into the group.

■ Night Service Group Extensions (#504) assigns extensions to the Night

Service Group. When Night Service is activated at extension 10, calls ring immediately at Night Service extensions regardless of how they ring at other times (only the lines assigned to an extension will ring).

■ Hunt Group Extensions (#505) assigns extensions to one of seven Hunt

Groups. (Hunt Group 7 is used exclusively for the voice messaging system.) A Hunt Group lets users ring or voice signal the first available (non-busy) extension in that group. If a ringing call is not answered, the system tries each available extension in turn until the call is answered. If a voice-signaled call is not answered, the call does not keep hunting. Also use Group Call Distribution (#206) to assign outside lines to a Hunt Group if you want outside calls to ring directly into a group.

can

dial. Then use Allowed List

Setting Up Auxiliary Equipment

The following programming procedures help you manage auxiliary equipment. See Chapter 4 for more information about auxiliary equipment configurations or refer to Chapter 5 for details on using the procedure:

■ Fax Machine Extensions (#601) identifies extensions to which fax

machines are connected.

■ The music-on-hold feature uses the following procedures:

— Music-On-Hold (#602) activates or deactivates the Music-On-Hold

jack on the PARTNER Endeavor processor module.

— When this jack is activated, an audio source is connected, and Ring

on Transfer (#11 9) is set to “Not Active,” callers hear recorded music or messages while being transferred.

2-14

System Programming Optio ns

— Music-On-Hold Volume (#614) controls the volume at which the

music plays when the Music-On-Hold jack is active. Changes to this setting affect the many features that use Music-On-Hold:

Background Music, Call Park, Call Waiting, Conference, Exclusive Hold, Hold, Transfer, and Transfer Return.

— Background Music lets users with system phones (other than the

MDC 9000 or TransTalk 9000-series phon es ) play the re cord ed material through their phone’s speaker when the phone is not in use.

■ Hotline (#603) identifies internal hotline extensions, so when a person lifts

the handset of the hotline phone, a predetermined automatically rings. External Hotline (#311) identifies external hotline extensions, so when a person lifts the handset of the hotline phone, a predetermined

■ Doorphone Extension (#604 and #605) identifies extensions to which

doorphones are connected. Doorphone Alert Extensions (#606) identifies extensions that signal when the doorphone button is pressed.

NOTE:

Doorphones should not be connected to an Enhanced Tip Ring only port since doorphones rely on receiving a forward disconnect signal to disconnect a call. Connect doorphones to Tip Ring ports, which are the bottom two ports of any processor or 362EC expansion module.

outside phone number

extension number

is automatically dialed.

■ AA Extensions (#607) identifies an extension to which an auto attendant

is connected. This lets the system notify users with display phones when they are receiving a call that has been transferred from the auto attendant. Also, Transfer Return Extension (#306) lets you identify the extension to which a call transferred by the auto attendant should be routed if the destination extension does not answer.

■ The voice messaging system uses the following procedures:

— Hunt Group Extensions (#505) assigns the extensions associated

with the voice messaging system hardware to Hunt Group 7—the VMS Hunt Group.

— Group Call Distribution (#206) assigns lines to the VMS Hunt

Group so calls can ring directly into the voice messaging system and receive Automated Attendant Service.

— Line Coverage Extension (#208) identifies an extension as the

owner of a specific outside line so calls on that line can ring directly into the owner’s voice mailbox when either Automatic VMS Cover (#310) or VMS Cover is on at the owner’s extension.

— VMS Hunt Delay (#506) determines when outside calls should be

answered by the Automated Attendant Service of the voice messaging system. You can set the system for either immediate call handling or delayed call handling. The setting you select is used for both day and night operation.

2-15

Programming

— VMS Hunt Schedule (#507) determines when outside calls should

ring the VMS Hunt Group (always, day only, or night only) depending on the status of the Night Service Button (#503) at extension 10.

— Automatic VMS Cover (#310) determines whether or not an

extension’s unanswered intercom and transferred calls and outside calls on lines assigned ownership are automatically covered by the voice messaging system.

— VMS Cover Rings (#117) specifies the number of times intercom

and transferred calls or outside calls on lines assigned ownership ring at extensions before they are sent to the voice messaging system.

— Transfer Return Extension (#306) identifies the extension to which

a call transferred by the voice messaging system should be routed if the destination extension does not answer and does not have voice mail coverage active. (The transfer return extension for the voice messaging system is typically extension 10.)

NOTE:

If an extension has VMS Cover and Call Coverage active, intercom and transferred calls and outside calls on lines assigned ownership ring at the covering extension after the specified number of Call Coverage Rings (#116). Then:

■ If the covering extension does not answer, the call is routed after the

specified number of VMS Cover Rings (#117) to the voice mailbox of the extension that activated Call Coverage .

■ If the covering extension has Do Not Disturb active, the call is immediately

routed to the voice mailbox of the extension that activated Call Coverage.

Backup and Restore Features

The PAR TNER Endeavor 362 processor module has one PC Card slot. This slot functions similarly to a floppy drive on a PC, in that information can be added to the system or copied from the system using a PC Card inserted into the slot. To use the optional Backup and Restore features of the system, you must purchase a Backup/Restore PC Card from Lucent Technologies. Only these Lucent Technologies PC Cards can be used in the PARTNER Endeavor processor module. The same PC Card stores both automatic and manual backups separately. To install a Backup/Restore PC Card, see

Installation Instructions

Backup Programming—Automatic (#123) enables you to specify whether

automatic backups should be performed or not. If you set this feature to “Active,” your system and telephone programming settings are backed up to the PC Card automatically at 2:00 a.m. on the first day of each month. The PC Card must be present in the PC Card slot for the backup to take place.

PARTNER PC Card

2-16

Using System Programming

Backup Programming—Manual (#124) enables you to initiate a backup of your system and telephone programming settings whenever you feel that it is necessary. It is recommended that a backup be performed after any change to the system or telephone programming.

Restore Programming (#125) copies either the manual or the automatic backup data stored on a PC Card back to the system, thereby enabling you to restore settings to their status at the time of the last automatic or manual backup.

Hospitality Features

The following hospitality feature is for special applications, such as the Bed-and-Breakfast and Hotel/Motel industries. The receptionist at extension 10 optionally can use the Intercom Autodialer to specify an extension.

■ Outgoing Call Restriction Button (#114) lets you program a button on

the system phone at extension 10 to change an extension’s current Outgoing Call Restriction setting mode. For example, after a guest’s departure, a hotel manager can change the No Restriction setting of the guest room phone to “Inside Only” so outside calls cannot be made from the phone after the guest checks out.

without

entering System Programmi ng

Using System Programming

System Programming changes settings for the system as a whole, or for individual lines, pools, or extensions. Y ou can also use System Programming to set up dialing restrictions, define groups, or set up auxiliary equipment. Refer to the filled-out that any changes in programming are recorded there.

System Planner

Programming Overlays

System Programming requires a Programming Overlay placed over the dialpad of the system display phone at extension 10 or 11. Overlays are provided with the system documentation. Replacements can be ordered from the Lucent Technologies BCS Publications Center. (See ‘‘Reference Materials’’ under

‘‘Product Ordering Information’’ on page B-3.) Figure 2-2 on page 2-19 illustrates the Programming Overlays for the PARTNER Endeavor-34D and PARTNER Endeavor-18D phones.

During System Programming, the normal functions of several buttons on the display phone at extension 10 or 11 change. For example, the left becomes Programming Overlay identifies these buttons.

s and the right i button becomes c. The

when you are changing system settings, and be sure

i button

2-17

Programming

You use the following special buttons while programming:

■ N and P cycle forward and backward through the

programming procedures. Y ou can use these buttons to select a procedure. (If a procedure instructs you to press

N P, pressing

these buttons one after the other enables you to repeat the current programming procedure.)

■ n and p cycle forward and backward through a procedure’s

parameters. A parameter is typically an outside line, a pool, an extension, or a telephone list entry.

■ D and d cycle forward and backward through the valid

entries. These buttons work only for fixed data, such as a line or extension number. They do not work for variable data such as date, time, password, telephone numbers, or doorphone assignments.

■ r returns the current setting to the factory setting. When using Line

Assignment (#301), removes lines from an extension; when using Pool Extension Assignment (#314), removes pools from an extension.

■ e ends an entry of variable length, such as a telephone number in an

Allowed Phone Number List.

■ s starts the System Programming process.

■ c starts the Centralized Telephone Programming process (to

customize individual telephones centrally from extension 10 or 11).

■ f when followed by 0 0, enters or exits programming mode.

■ w enters a “wildcard” (a character that matches any digit dialed) in

telephone numbers in Allowed Phone Number Lists (#407) and the Disallowed Phone Number Lists (#404).

2-18

Using System Programming

System

Program

Procedure

Central

Tel Program

Feature

Wild

Next Item

Prev Item

Next Data

Prev Data

Procedure

Remove

Enter

Item

Message

Next Data

Prev Data

Remove

Enter

System

Program

Feature

Wild

Central

Tel Program

Message

Figure 2-2. Programming Overlays for PARTNER Endeavor-Model 18D and 34D Phones

2-19

Programming

Button Locations

When programming from a PARTNER Endeavor model phone at extension 10 or 11, keep in mind that the button you press at the programming extension may be in a different location on the phone to which the programming applies. Figure 2-3 on page 2-21 shows the relative location of buttons on each PARTNER Endeavor- model phone.

Programming Mode

1. Place the Programming Overlay over the dialpad of the system display

phone at extension 10 or 11—see ‘‘Programming Overlays’’ on page 2-17 for more information.

2. To enter programming mode, press on the display:

PROGRAM EXT 10

(If you are programming from extension 11, “11" displays instead of “10.”)

3. Press

4. Press

5. Specify a programming procedure in one of two ways:

s. The following appears on the display:

10 Enter name

This display is for the Extension Name Display feature. When you are entering System Programming mode, skip it by moving on to Step 4.

s again. The following appears on the display:

SYSTEM PROGRAM

■

Direct Method:

Programming procedures in this guide are identified by a # and a three-digit code (for example, System Date is #101). This method is best when you are using only a few procedures during a programming session and you know the codes.

■

Cycle Method:

N and P to cycle forward and backward

Press through the programming procedures. This method is best when you are using multiple procedures during a programming session, or if you do not know the codes.

Dial the code for that procedure. System

Cycle through the procedures in numerical order.

f 0 0. The following appears

6. To exit programming mode, you can press off-hook, then place it back in the cradle.

NOTE:

Y ou can talk on the phone while you program. This is useful if you call for support while programming. However, you must call before you enter programming mode, and you must use the handset to talk, not the speaker and microphone.

f 0 0 or lift the handset

2-20

Using System Programming

QRS T

MN O P

AB C D

Intercom Intercom

Ext.

KLIJ

Message

QR S T

MN O P

IJKL

EFGH

AB CD

Message

Intercom Intercom

Ext.

Intercom Intercom

MessageExt.

Figure 2-3. Button Locations on PARTNER Endeavor-Model Phones

2-21

Programming

Changing Programming Type

When you are in programming mode, you can move between System Programming and Centralized Telephone Programming. T o change to Centralized Telephone Programming when you are in System Programming, press

c. To move back to System Programming when you are in Centralized

Telephone Programming, press

Remote Programming

The system permits programming from a remote location using an auxiliary device called the Remote Administration Unit (RAU). Remote programming requires the

installation of two RAUs—one at your site and one at the location from which the programming is to be done. For more information about remote programming, see

PARTNER Communications System Remote Administration Unit Installation

the

and Use

guide.

c then s.

Telephone Programming Opti ons

System telephones are ready to use when they are installed, but they can be customized to meet the needs of your business and individual users. This customization is accomplished through

Automatic Line Selection

When a user lifts the telephone’s handset or presses S, the system chooses an idle line or pool. Automatic Line Selection determines the order in which the system looks for an idle line or pool. You can set the system to look for lines or pools in any desired order. For standard phones or for any phone used mainly to call other extensions, select an inside (intercom) line first.

Extension Name Display

With Extension Name Display, users can assign a name (up to 12 characters long) to their extension. Then, when those users make an intercom call, group call, or transfer a call, their name and extension number appears on the display phone receiving the call. Similarly, users receiving a transfer return call see the name and extension number of the person assigned to the extension that did not answer the transferred call.

Line Ringing

Telephone Programming

2-22

Line Ringing defines when each outside line or pool rings at a phone. For each line or pool at an extension, you can specify Immediate Ring, Delayed Ring (phone rings after a 20-second delay), or No Ring. The factory setting for line buttons is Immediate ring; the factory setting for pool buttons is No Ring.

Telephone Programming Options

Personal Speed Dialing

Personal Speed Dial numbers are outside phone numbers that a user dials by pressing

f (or # on a standard phone) plus a two-digit code. Unlike System

Speed Dial numbers, which are available to all users in the system, Personal Speed Dial numbers are available programmed. Users can store up to 20 Personal Speed Dial numbers.

Programming Telephone Buttons

T elephone buttons without lines or pools assigned to them can be programmed for system features such as Exclusive Hold or Conference Drop or for telephone numbers, so you can use the feature or dial the phone number with one touch. Once programmed, these buttons are called pressing the button automatically dials the feature code or telephone number.

A user who has a system phone with programmable buttons should consider programming them with a combination of frequently used features and outside and intercom telephone numbers.

only

at the extension for which they are

Auto Dial buttons

, because simply

Programming a Receptionist’s Extension

Call Handling Options

If you set up a centralized telephone answering position at extension 10, use the following settings to customize it:

■

Immediate Call Answering.

Line Assignment (#301) to assign all lines to extension 10. Set Line Ringing for all lines at extension 10 to Immediate Ring; set the lines

assigned at each user’s extension to Delayed Ring or No Ring. In Hybrid mode, Immediate Call Answering is the factory setting. (Lines are

assigned as individual line buttons on the phone at extension 10 and all pool buttons assigned to users’ extensions are set to No Ring.)

■

Backup Call Answering. when a user does not pick up

10 to Delayed Ring; set the lines or pools assigned at each user’s extension to Immediate Ring.

■

No Answering.

all, either set Line Ringing for those lines at extension 10 to No Ring or simply use Line Assignment (#301) to remove those lines from extension

10. In either case, set Line Access Restriction (#302) to No Access for those lines at extension 10 to prevent the receptionist from using Direct Line Pickup to access those lines.

If some lines should not be picked up by the receptionist at

If the receptionist should answer

all calls

If the receptionist should answer some lines

, set Line Ringing for those lines at extension

, use

only

2-23

Programming

Backup Answering Options

To assist the receptionist in handling calls, consider the following features:

■ Automatic System Answer. Useful during peak calling periods to answer

outside calls while the receptionist is busy on other calls. When activated, this feature answers incoming calls after a specified number of rings and plays a customized greeting. This requires an optional ASA/DXD PC card. For installation instructions, see

Instructions.

(#121) is programmed, the system either:

— Places the call on hold at extension 10 (the light next to the line

button winks green at extension 10 and winks red at all other extensions that have the line); the outside caller hears MusicOn-Hold, if it is available.

— Continues to ring all extensions that have access to the line (the

green light next to the line button at those extensions flash); the outside caller hears Music-On-Hold, if it is available.

— Disconnects the call.

PARTNER PC Card Installation

Then, depending on how Automatic System Answer Mode

The first two options provide audible and/or visual indication of incoming calls waiting to be answered.

The third option is not applicable as a backup answering feature; however, it is useful for making brief announcements such as temporary closings or hours of business.

■ Direct Extension Dial. Useful for routing outside callers directly to a

specific extension or Hunt Group. When activated, this feature answers incoming calls after a specified number of rings and plays a customized message prompting the caller to dial the digits of the designated extension or hunt group.

■ Call Forwarding/Call Follow-Me. Useful when a receptionist leaves the

desk for any period of time. Calls can be forwarded to a backup answering extension.

■ Call Coverage. Useful when users are unable to answer their calls and

want them answered by someone else.

Alternatively, you can install a voice messaging system to provide an automated backup answering position. Useful when the receptionist is busy on calls, away from the desk, or at night, the voice messaging system answers incoming calls after a specified number of rings, plays a customized greeting, requests callers to enter an extension number, and transfers the caller to the appropriate extension. If no one answers at the destination extension, the caller can leave a personal message in that extension’s mailbox.

2-24

Telephone Programming Options

Button Programming

The P ARTNER Endeavor-34D phone shown in Figure 2-4 illustrates the following programmed buttons in addition to some other system features:

■

Extension Numbers.

through 28. The receptionist can use these buttons to dial or transfer calls to the extensions with one touch. In addition, the lights of these Auto Dial buttons show the status of the extension, so the receptionist can tell whether the phone at the extension is idle ( calling the receptionist ( signaling the receptioni st receptionist transferred a call (

■

Manual Signaling.

MS-Bill) is programmed to signal the target extension. When the button is pressed, the user at the target extension will hear a tone for as long as the button is pressed. This feature is typically used by a receptionist to alert the boss to an important incoming call when the boss is already on a call. The lights of a Manual Signaling button work like an Auto Dial button to show the status of the target extension. Additionally, a Manual Signaling button can be used to place intercom calls. (Manual Signaling applies only to system phones.) See ‘‘Manual Signaling (F13XX or F13*XX)’’ on page 5-145 for more information.

Auto Dial buttons are programmed for extensions 11

green flash)

(green flutter),

green flutter

no lights on),

, sending coverage calls to or manually

or ringing back after the

busy (

red on

A Manual Signaling button (for example, labeled

NOTE:

You can have only one button for a target extension per extension. The button can be programmed as a Manual Signaling button or as an Auto Dial button for intercom ringing or voice signaling.

■

Fax Management.

A button (for example, labeled Fax-16) is programmed

as a Fax Management button for the fax machine connected to extension

16. With the exception of headphones, auxiliary equipment works only on Tip Ring ports (the bottom two ports of the PARTNER Endeavor 362 processor or 362EC expansion module). Because headphones do not require a ring, they can be plugged into any port. The lights next to the button show what is happening at the fax machine (for example,

indicates that the fax machine is not responding—for example when

flutter

red broken

it is out of paper). (For more information, see ‘‘Using the Fax Management Feature’’ on page 4-11.)

2-25

Programming

Line/ Programmable Buttons

Any unused line button is programmable

Intercom Intercom

Ext.

Message

Figure 2-4. Button Programming for Receptionist’s Phone

Alternatively, an Intercom Autodialer for the extensions the receptionist dials most frequently can be used. This leaves buttons on the phone free for more features and phone numbers.

Using Telephone Programming

There are two ways to program a telephone: from extension 10 or 11(see below) and own extension (see ‘‘Using Extension Programming’’ on page 2-29).

Telephone Models

Figure 2-5 illustrates a PARTNER Endeavor-18D set up as a key extension and Figure 2-6 illustrates a PARTNER Endeavor-6 phone set up as a pooled

extension. As you program buttons, mark their functions on the phone’s labeling sheet (see the examples in Figure 2-5 and Figure 2-6).

NOTE:

A PARTNER Endeavor-6 phone only has four buttons available for lines or pools. If four lines are assigned, it has no programmable buttons. If the main pool is assigned, it has two programmable buttons. The MDW 9000 phones look just like a PARTNER Endeavor-6 phone when you program them centrally.

Centralized Telephone Programming

Extension Programming

from a user’s

2-26

Using Telephone Programming

Message

Any unused line button is programmable

Intercom Intercom

Ext.

Figure 2-5. Example of PARTNER Endeavor-18D Phone as a Key Extension

Intercom Intercom

MessageExt.

Figure 2-6. Example of PARTNER Endeavor-6 Phone as a Pooled Extension

Using Centralized Telephone Programming

Use Centralized Telephone Programming to program features or store telephone numbers for individual extensions from extension 10 or 11. Most features also can

be programmed on a system phone at the user’s extension. Keep in mind the following exceptions:

■ Automatic Line Selection and Line Ringing always must be programmed

using Centralized Telephone Programming.

■ If a user has a standard phone, Personal Speed Dial Numbers for the

extension can be programmed only by using Centralized Telephone Programming.

■ If a user has a standard phone or a non-display system phone, Extension

Name Display for the extension can be programmed only by using

Centralized Telephone Programming.

During Centralized Telephone Programming, the display phone at extension 10 or 1 1 takes on the characteristics of the telephone being programmed, including any System Programming settings and lines assigned to the phone. If you have any

2-27

Programming

34-button phones in the system, you must use a 34-button display phone to program since an 18-button phone

To program a phone from extension 10 or 11, use the following procedure:

cannot

1. Place the Programming Overlay over the dialpad of the system display

phone at extension 10 or 11—see ‘‘Programming Overlays’’ on page 2-17 for more information.

2. To start programming:

be used to program a 34-button phone.

a. Press

b. Press

c. Press

d. Press

3. Dial the extension number of the telephone to be programmed.

f 0 0. The following appears on the display:

PROGRAM EXT 10

(If you are programming from extension 11, “11" displays instead of “10.”)

s. The following appears on the display:

10 Enter Ext name

This display is for the Extension Name Display feature. When you are entering Centralized Telephone Programming mode, skip it by moving on to Step 2c.

s again. The display reads:

SYSTEM PROGRAM

c. The following appears on the display:

CENTRAL TEL PROG Extension:

The green lights next to buttons on which lines or pools are assigned show the current Line Ringing settings; remaining buttons can be programmed with telephone numbers, extension numbers, or system features.

4. At this point, you can:

■ Use Automatic Line Selection to change the order in which the

telephone selects a line or pool when the user picks up the handset. (If you want to change Automatic Line Selection for an extension, you must do so immediately after you enter programming mode and dial the extension number.)

2-28

■ Use Extension Name Display to assign a user’s name to the

extension. See Chapter 5 for the character codes. (Like Automatic Line Selection, this procedure must be done immediately after you enter programming mode and dial the extension number. If you want to change both Automatic Line Selection and Extension Name Display, first change Automatic Line Selection, then press

c, redial the extension number, then use Extension

Name Display.)

■ Use Line Ringing to change the ringing for an individual line or

pool.

Using Telephone Programming

5. Program Personal Speed Dial Numbers, Auto Dial numbers, or system features as described in Chapter 5.

To erase the current programming from a button, press the button, then

press

6. To change the settings for another extension, press the new extension number.

7. To exit programming mode, you can press off-hook, then place it back in the cradle.

Changing Programming Type

When you are in programming mode, you can move between System Programming and Centralized Telephone Programming. To change to System Programming when you are in Centralized Telephone Programming, press

c then s. To move back to Centralized Telephone

Programming when you are in System Programming, press

Using Extension Programming

c, then dial

f 0 0, or lift the handset

Users can program features or store numbers on buttons from their own phones using Extension Programming. Keep in mind the following exceptions:

■ Automatic Line Selection and Line Ringing always must be programmed

using Centralized Telephone Programming.

■ If a user has a standard phone, Personal Speed Dial Numbers for the

extension can be programmed only by using Centralized Telephone Programming.

■ If a user has a standard phone or a non-display system phone, Extension

Name Display for the extension can be programmed only by using

Centralized Telephone Programming.

To program at the extension, use the following procedure:

1. To start programming, dial

f 0 0.

The green lights next to buttons on which lines or pools are assigned for the extension show the current Line Ringing settings. Remaining buttons can be programmed with telephone numbers, extension numbers, or system features.

2. To assign a name to the extension, press left i, then enter the character codes. See ‘‘Extension Name Display’’ on page 5-98 for the codes.

3. Program Personal Speed Dial Numbers, Auto Dial numbers, or sys tem features as described in Chapter 5.

To erase the current programming from a button, press the button, then

press

4. To exit programming mode, you can press off-hook, then place it back in the cradle.

f 0 0, or lift the handset

2-29

Programming

2-30

Learning about Telephones

This chapter explains how system and standard phones work with the system, as well as, combination extensions where more than one phone or standard device is installed. In addition, basic call-handling features and dial-code features are listed at the end of this chapter. See the feature name in Chapter 5 for details about a specific feature.

System Telephones

PARTNER Endeavor-model phones have several buttons and indicators. The following pages explain where they are and how they work.

3-1

Learning about Telephones

Buttons and Indicators

Feature

–

Conf

Mic/ HFAI

Transfr

HoldSpkr

PARTNER Endeavor-34D

Intercom

Mic/ HFAI

Ext.

Feature

–

Conf

Transfr

HoldSpkr

Intercom

Display Programmable Buttons

(4 without lights)

Line/Programmable

(32 with lights)

Buttons

Intercom Buttons (2)

Message

ABC2DEF

JKL5MNO

GHI

PQRS

TUV8WXYZ

Message Light

Figure 3-1. PARTNER Endeavor-34D Buttons and Indicators

The following buttons and indicators appear on system phones: Display. (PARTNER Endeavor-34D and PARTNER Endeavor-18D only) Shows date, day, and

time when the phone is idle, number dialed when placing a call, extension number (and name if programmed) calling you or transferring a call to you, and duration while a call is in progress. When programming, shows settings, options, and prompts. PARTNER Endeavor-model phones have a 16-character display.

Line/Programmable Buttons. Used for individual outside lines or (if no line is assigned on a button) for programming te lephone or e xtension num bers, or oth er system fea tures (suc h as Last Number Redial). W hen a line is a ssign ed, pre ss t he lin e butt on to ma ke a call on th at spe cific line (lights show status of line). When a number feature is programmed, press the button to dial the number or use the feature. PARTNER Endeavor-34D has 36 program mable buttons (32 with lights and 4 without li ghts); the PARTNER En dea vo r-18D h as 20 p rogra mm ab le b utto ns (16 wi th lights and 4 without lights); the PARTNER Endeavor-18 has 16 programmable buttons (all with lights); the PARTNER Endeavor-6 has 4 programmable buttons (all with lights).

Intercom Buttons. Press to m ake (o r answe r) a ca ll to (or fr om) an other e xtens ion in the s ystem. Feature. Press to change programmed settings or use system features. Conf. Press to add other parties to your call. Transfr. Press to pass a call to another extension. Hold. Press to put a call on hold.

3-2

System Telephones

PARTNER Endeavor-18D

Intercom

Feature

–

Mic/

Transfr

HFAI

Spkr

PARTNER Endeavor-6

Line/Programmable Buttons

(4)

Intercom Intercom

Ext.

Feat

–

Conf

Transfr

ABC2DEF

JKL5MNO

GHI

TUV8WXYZ

PQRS

Message

Spkr

Mic/ HFAI

Hold

Intercom Buttons Message Light

–

Feat

Conf

Transfr

(2)

Spkr

Mic/ HFAI

Hold

PARTNER Endeavor-18

Display

Programmable Buttons

(4 without lights)

Line/Programmable Buttons

(16 with lights)

Message

Ext.

Intercom

ABC2DEF

JKL5MNO

GHI

Conf

Hold

TUV8WXYZ

PQRS

Intercom Buttons Message Light

Mic/ HFAI

(2)

Feature

–

Conf

Transfr

HoldSpkr

Mic/ HFAI

Spkr

Intercom

Feature

–

Conf

Transfr

Hold

Message

Ext.

ABC2DEF

JKL5MNO

GHI

TUV8WXYZ

PQRS

Figure 3-2. PARTNER Endeavor-6, PARTNER Endeavor-18D, and PART NER

Endeavor-18 Buttons and Indicators

Spkr. Press to turn on and off the speaker and microphone (if available), so you can dial and have a conversation without lifting the handset. The light next to this button shows when the speaker is turned on.

Mic/HFAI. Press to turn the microphone on and off. The light next to this button shows when the microphone is turned on. Leave on to use Hands-Free Answer on Intercom (HFAI) feature.

Volume Control Buttons. Press - to decrease or + to increase the volume as follows:

■ To adjust ringer volume, press while the phone is idle and the handset is in the cradle.

■ To adjust speaker volume, press while listening to a call through the speaker.

■ To adjust handset volume, press while listening through the handset.

■ To adjust background music vo lume, press while li stening to m usic throug h the phone’ s

speaker .

Lights

Each line or pool button has a green light and a red light. The meaning of these lights varies, depending on whether the button is used to access an outside line or pool, is programmed with a system feature, or is programmed for Auto Dialing an extension number (Intercom Auto Dial button). (Auto Dial buttons for fax

3-3

Learning about Telephones

extensions show additional information; these “Fax Management” buttons are described in Chapter 4. When a phone is in programming mode, the lights show information about programmed settings; see Chapter 2 for details.)

Table 3-1 shows the meanings of the various light patterns for each possible button assignment.

Table 3-1. Light Patterns for System Phones

Light Pattern Line Button Pool Button Feature Button

Steady On Line is in use.

Green means

— Green means

feature

is on. you are using the line; red means someone at another extension is using the line.

(steady off)

Off

Line is idle (not

—Feature

is off. Extension

being used).

Intercom Auto Dial Button

Red means the extension programmed on the button is busy (making or answering a call).

programmed on the button is idle (not being used).

(long on, long off)

Flash

Alternating Red/Green

(red on, green on,

Flash

red on, green on)

A call is ringing on the line. Green flash means a call is ringing at your extension. Red flash means a call is ringing on the line, but not at your extension.

Alternating green and red flash appears at both extensions in a joined call, and at any extension connected in a conference call.

— A user is entering

a four-digit code to lock or unlock his or her extension.

Green flash means someone at the extension programmed on the button is calling you.

—— —

3-4

System Telephones

Table 3-1. Light Patterns for System Phones — Continued

Light Pattern Line Button Pool Button Feature Button

Wink

(long on, short off)

A call on the line is either on hold or parked. Green wink means the c all is on hold or parked at your extension. Red wink means the call is on hold or parked at another

Green wink means the call is either on hold or parked at your extension. (Anyone who has the line can retrieve the held call.)

——

extension. (Anyone who has the line can retrieve the held call.)

Green Flutter

short off)

(short on,

A call is on exclusive hold at your extension (and can only be retrieved from your extension).

A call on a line in the pool is on exclusive hold at your extension

Caller ID Inspect is on, a Wake Up Service call is being scheduled from extension

10. and can be retrieved only from your extension.

Intercom Auto Dial Button

A call transferred to the extension programmed on the button is now returning to your phone or you are being manually signaled by the extension.

Red Broken Flutter

on/off, long off)

(short

— — — Fax Management

only—the fax extension is not answering calls (may be out of paper).

1. Applies to Caller ID Name Display, Do Not Disturb, Night Service, Outgoing Call Restriction Button, Privacy, Voice Interrupt on Busy Talk-Back, and VMS Cover, all of which require programming on a button with lights. Can also apply to Backgrou nd Music, and C all Forwarding/C all Follow-Me, if any of them are pro grammed on a but ton with lights. (For more information about programming these features, see

Chapter 5.)

3-5

Learning about Telephones

Ringing Patterns

System phones have these ringing patterns:

Dial Tones

■ An outside call will

■ An intercom call will

ring... ring... ring.

ring BEEP... ring BEEP... ring BEEP

. If you have a

system display phone, the caller’s extension number (and name if programmed) will show on the display.

■ A transferred call, or an unanswered transferred or parked call that is

ringing back at your extension, will

ring BEEP BEEP... ring BEEP BEEP...

ring BEEP BEEP.

NOTE:

If you use the system with PBX or Centrex lines, the PBX/Centrex distinctive ringing patterns are not passed to phones. Phones use the ringing patterns described here instead.

You will encounter two different dial tones when calling with a system phone:

■

Outside dial tone

is generated by your local phone company to indicate

that you are connected with an outside line.

■

Intercom dial tone

is generated by the system to indicate that you are connected with an inside line. You hear this dial tone when you are making an inside, or

intercom

, call.

To hear the difference between the two types of dial tones on a system phone, press a line or pool button. The dial tone you hear is an outside dial tone. To hear an intercom dial tone, press

Using the Handset, Speaker, and Microphone

Every PARTNER Endeavor-model system phone has a speaker and a microphone, which you can turn on by pressing the microphone on and off by pressing

! is on, the microphone is on.

to If you prefer to dial and conduct calls without lifting the handset, you can use the

speaker and the microphone instead. Use these techniques to make calls with the speaker and the microphone:

■ To make a call without lifting the handset, press S to get a dial tone;

then dial the number and you will hear the call ringing. When the other party answers, you can talk without lifting the handset.

S. In addition, you can turn just

!. When the green light next

3-6

System Telephones

■ If you are already on a call, you can switch from the handset to the speaker

and microphone by pressing if you are using the speaker and microphone and want to switch to the handset, lift the handset and the speaker and microphone will turn off.

■ To turn off the microphone when you are using the speaker, press!.

mute

This will

■ Use the Hands-Free Answer on Intercom (HFAI) feature to answer

voice-signaled

your voice so the other party cannot hear you.

calls without lifting the handset (see below).

Hands-Free Answer on Intercom (HFAI)

S and hanging up the handset. Conversely ,

When you receive a indicate that your speaker has been turned on automatically, and you hear the

caller’s voice over your phone’s speaker. If you leave your microphone on all the time, you can start talking when you hear the caller, without lifting the handset. This feature is called

Any user in the system can make a voice-signaled call to an idle system phone by pressing

i* then dialing an extension number or pressing an Auto Dial

button programmed for voice signaling. (You can make a voice-signaled call either a system phone or a standard phone. However, if you try to make a voice-signaled call

ring.)

1. The HFAI feature can be turned on or off only when your phone is idle. Muting your voice while you are on a call only turns off the microphone for the duration of the call.

2. If HFAI is on and you are already on a call, you will not receive any voicesignaled calls to your extension—they will ring instead.

3. If you make a voice-signaled intercom call to a in a voice interrupt on busy call to that extension. See ‘‘V o ice Inte rrupt on

Busy Calls,’’ for more information.

Voice Interrup t on Busy Calls

voice-signaled

Hands-Free Answer on Intercom

intercom call, your phone beeps once to

from

a standard phone or a TransTalk 9000-series phone, it will

busy

extension, it may result

A voice interrupt on busy call is a special intercom call that lets you interrupt and speak to another user who is busy on a call and who has the Voice Interrupt On Busy(#312) feature activated. When you use Voice Interrupt on Busy, the interrupted user hears two beeps before hearing your voice. Be aware that the third party to whom the interrupted user is speaking will probably hear the two beeps and the faint sound of your voice. Therefore, the message you deliver with the interruption should be brief and discrete. If the interrupted user wants to

answer you, he or she can press a programmed Talk-Back button—the interrupted user’s response cannot be heard by the third party in this case.

3-7

Learning about Telephones

Speakerphone Performance Tips

The speaker on your system phone has a sensitive sound-activated switch. Room acoustics and background noise can affect the proper operation of the speakerphone. To ensure that your speakerphone works effectively, follow these guidelines:

■ Avoid placing your phone in areas with high background noise caused by

sources such as motor vehicles, manufacturing equipment, loud voices, radios, printers, copiers, typewriters, other noisy office equipment, and heater and air conditioning fans.

■ Avoid talking before the other person is finished speaking. When you both

talk at the same time, only one person’s voice comes through.

■ When talking, always face your phone and stay within two feet of it.

■ Place your phone at least six inches (15 cm) away from the edge of your

desk.

■ If you have difficulty hearing the other party, try increasing the speaker

volume. If you have background noise, try turning off the microphone when the party at the other end is speaking and turning it on when you speak. If the difficulty persists, lift your handset to continue the conversation.

■ In conference rooms, a separate speakerphone (such as the

SoundStation® from Lucent Technologies) is recommended, since the built-in speaker on a system phone is designed for individual use.

Standard Telephones

In addition to system phones, you can connect industry-standard touch-tone or rotary dial phones—and even some feature phones (which have built-in calling features)—directly to the system. You can also combine standard phones on the same extension with system phones or other devices, without using expensive adapters or connectors.

Standard phones can do many of the things that system phones can do, and you can save money by using them in certain situations when a system telephone is not needed. Follow these guidelines when using standard phones:

■ Use a standard phone as a power failure backup when the power goes out;

system phones will not work. If you connect a standard phone to the first extension on the PARTNER Endeavor processor module, users can place outside calls on the first line. You can connect a standard phone in combination with system phones at the power failure extension, or you can simply keep a spare standard phone at extension 10 to serve as a replacement in case of a power failure. When connected to extension 10, the standard phone will not ring. A standard phone can only receive calls during a power failure at extension 10.

3-8

Standard Telephones

NOTE:

■ To use a system feature, press # (in plac e of f used on system

phones) followed by its two-digit code when you hear intercom dial tone. For features that use code when you hear intercom dial tone. (Instructions for using these features on standard phones are included in Chapter 5, ‘‘Feature Reference.’’)

■ To use a Speed Dial number, press # followed by its two- or three-digit

code when you hear intercom dial tone. (For details, see ‘‘Personal Speed Dial Numbers’’ on page 5-166 and ‘‘System Speed Dial Numbers’’ on page 5-205.)

■ If Call Waiting (#316) is assigned to an extension with a standard phone

connected, users hear a call-waiting tone (two beeps) when a second call comes in to the extension. The call-waiting tone is not repeated.

i on system phones, dial only the two-digit

■ Use the switchhook on a standard phone to place calls on hold, park a call,

■ If the standard phone has a message light, use it to notify users of

Ringing Patterns

Standard phones have these ringing patterns:

■ An outside call will

■ An intercom call will

■ A transferred call, or an unanswered transferred or parked call that is

transfer a call, answer a call-waiting call, or set up a conference call. (For details, see ‘‘Using the Switchhook’’ on page 3-10, or ‘‘Hold,’’

‘‘Transferring Calls,’’ ‘‘Answering Calls,’’ and ‘‘Conference Calls,’’ in Chapter 5.)

messages. (For details, see ‘‘Message Light On (F09XX)’’ on page 5-149 and ‘‘Message Light Off (F10XX)’’ on page 5-147. For a list of supported phones, see ‘‘Standard Telephones’’ on page 1-12.) Alternatively, if you have a voice messaging system, the light is used to indicate that a message has been left in your mailbox. On a standard phone, the message light flashes

when the phone is idle

to indicate that the extension has

received a message.

ring... ring... ring.

ringing back, will

ring-ring... ring-ring... ring-ring

ring-ring-ring... ring-ring- ring ... ring-ring -ri ng.

NOTE:

If you use the system with PBX or Centrex lines, the PBX/Centrex distinctive ringing patterns are not passed to phones. Telephones use the ringing patterns described here instead.

3-9

Learning about Telephones

Dial Tones

Standard phones have two different dial tones:

■

Outside dial tone

indicate that you are connected with an outside line.

■

Intercom dial tone

connected with an inside line. You hear this dial tone when you are making an inside, or

To hear the difference between the two dial tones, lift the handset. The dial tone you hear (assuming the phone is set to select intercom first, as recommended in this guide) is an intercom dial tone. To hear an outside dial tone, press

Using the Switchhook

Some of the call-handling instructions in this guide direct you to “rapidly press and release the switchhook.” Pressing the switchhook for 1/2 to 1 second sends a signal over the line called a switchhook again and press it a

too

is generated by your local telephone company to

is generated by the system to indicate that you are

intercom

, call.

switchhook flash

quickly. If you press the switchhook and nothing happens, try

little

longer.

. However, do not press the

Limitations

Each standard device requires one touch-tone receiver to be available in order to dial a call (intercom or outside) or to activate a feature using a code. Each PARTNER Endeavor processor module has two touch-tone receivers.

Also, because standard phones do not have system line or pool buttons, feature buttons, or dedicated function buttons, basic call-handling procedures are sometimes different from those for system telephones. In addition, the following actions

NOTE:

If your feature phone has a button labeled “Recall” or “Flash,” use the button instead of pressing the switchhook. If you use the system with PBX or Centrex lines, your PBX or Centrex documentation may tell you to press the switchhook to access PBX or Centrex features. Use the Recall feature instead (see ‘‘Recall (F03)’’ on page 5-179).

cannot

■ You cannot enter programming mode.

■ Because there are no line buttons on standard phones, users must use

be performed at a standard telephone:

Direct Line Pickup—Idle Line to select a specific line; otherwise, the system selects an idle line automatically when the user dials a 9 at intercom dial tone. (For information about Automatic Line Selection, see Chapter 5.) Similarly, because there are no pool buttons on standard phones, users must dial pool access codes at the intercom dial tone to request access to an idle pooled line. (See ‘‘Making Calls’’ on page 5-140

3-10

Standard Telephones

for instructions on using pool access codes). Otherwise, the system selects an idle line from a pool automatically when the user dials a 9 at intercom dial tone.

■ Unless Call Waiting (#316) is assigned to specific standard phone

extensions, there is no indication of a second call and an inside caller will hear a busy tone if a standard phone is in use. If Call Waiting is assigned, the user hears a call-waiting tone (two beeps) when a second call comes in for the extension. (The call-waiting tone is not repeated.) The user can use the switchhook to put the first call on hold and speak to the party on the second call and to switch back and forth between the two parties.

■ Users can make a voice-signaled call

try to make a vo ic e- si gn ale d ca ll

from

a standard phone, but if users

standard phone, it will ring because the

standard phone does not have a system speaker.

■ Users cannot use the System Password.

■ Users cannot access the following system features: Background Music,

Caller ID Name Display, Caller ID Inspect, Do Not Disturb, Exclusive Hold, Manual Signaling, Privacy, Save Number Redial, VMS Cover, Voice Interrupt on Busy, Voice Interrupt on Busy Talk-Back, or Voice Mailbox Transfer.

Users can, however, use Automatic Extension Privacy (#304) and Automatic VMS Cover (#310), which are similar to the Privacy and VMS Cover features.

■ A display on a standard phone will not show Caller ID information, system

messages.

NOTE:

■ A speaker on a standard phone is not a system integrated speaker;

therefore, it cannot receive “voice” type calls, such as a group page.

3-11

Learning about Telephones

Feature Phones

feature phone

regular 12-key dial pad. For example, there are feature phones that have programmable auto dial buttons, last number redial buttons, hold buttons, and

built-in speakers. You can use most of the system’s dial-code features from a feature phone, and program them onto a feature phone button. However, there are some limitations to what these phones can do.

NOTE:

Standard phones can be used to make calls when plugged into any port of the PARTNER Endeavor 362 processor module or 362EC expansion module. However, standard phones will ring only when plugged into the Tip Ring ports, which are the bottom two ports.

is a standard telephone that has feature buttons in addition to the

The capabilities of a feature phone are store a number on a feature phone’s auto dial button, that number is stored feature phone. (This is different from storing a number on a system phone’s Auto Dial button. When you program a button on a system phone, the number is actually stored in the control unit.) Similarly, when you press a hold button on a feature phone, the call is held at the phone itself. (Callers will not hear the system’s Music-On-Hold. Other phones in the system cannot see that the call is on hold; it appears as a busy line.)

If you want to program an outside number on a feature phone’s auto dial button, you must add a 9 and one or more pauses (if available) before each outside number. (The “9” gets an outside line, and each pause allows a few seconds to get an outside dial tone.)

Note that the feature phone’s last number redial button may not work for an outside call. To redial the last number, use the system’s Last Number Redial feature by pressing

# 0 5.

in the phone itself

. For example, if you

the

3-12

Combination Extensions

combination extension

two standard devices, or a system phone and a standard device (but system phones). (For instructions on how to install a combination extension, see

PARTNER Endeavor Communications System Installation

the The following are examples of useful combination extensions:

■ System phone plus standard telephone, for power failure backup on

extension 10. A standard phone can only receive calls during a power failure at extension 10.

■ System phone plus answering machine

■ System phone plus fax machine

■ System phone plus an external alert (such as a bell or chime)

■ System phone plus headset, connect headsets and other adjunct

equipment that do not require incoming ringing to any port or through the AUX jack on a PARTNER Endeavor telephone.

is an extension with two devices connected to it—either

not

two

guide.)

The telephones in a combination extension share a single extension in the same way several home telephones share a single line. A system telephone works as it always does and a standard telephone works as it always does when connected to the system.

Only one phone or device can be used at a time

, unless you want to join the two on a single call (the same way two people can pick up the same call on different telephones at home). For example:

■ Both phones share the same extension number.

■ Both phones share the same

voice path

; that is, when either phone is busy,

the extension is busy.

■ Calls ring at both phones.

■ A second call can ring at the system phone while the standard phone is

busy, but do not use the system phone to answer the second call until the standard phone is idle or the first call will be disconnected.

NOTE:

■ If you make a voice-signaled intercom call to a combination extension with

a system phone, only the system phone signals.

■ Call Waiting (#316) does not work on a standard phone in combination

with a system phone.

3-13

Learning about Telephones

■ The lights on the system phone show what the standard telephone is doing

as well as what the system phone is doing. For an explanation of light patterns, see ‘‘Lights’’ on page 3-3.

■ If Privacy is active at a combination extension, no other extension can join

a call in progress at either a system phone or a standard device. (However, a phone can interrupt a call on a standard device at the For example, if a system phone and modem are combined at an extension, picking up the handset of the system phone could interrupt a modem transmission, even if Privacy is active.)

■ While on a call on a standard phone, you can use the system phone’s

dialpad and fixed-feature buttons to handle calls. For example, you can use the system phone to select a specific outside line or pool, and conduct the call on the standard phone. Or, if someone is on a call using the standard phone, someone else can put that call on hold by pressing system phone. To do this, it is not necessary to lift the handset of the system phone. Held calls do not ring back at a standard phone in a combination extension. T o retrieve a held call from the standard phone, use

Direct Line Pickup—Active Line.

■ A standard phone’s message light will not light when Background Music is

playing through the system phone’s speaker.

same

extension.

h on the

■ If you have Caller ID, only system display phones show the Caller ID

information.

■ The ringer equivalence number (REN) of a standard device or the

combined REN of two devices cannot be greater than 2.0. (The REN of a system phone is 0.0.)

Using Telephones

Your system provides intuitive operation of basic call handling features, plus dial-code features that make it easy for users to handle calls flexibly and efficiently from both system and standard phones. For more information about a specific feature, refer to the feature name in Chapter 5.

Basic Call Handling Features

The following features are available from both system and standard phones:

■ Making Calls

■ Answering Calls

■ Hold

■ Call Park

■ Transferring Calls

■ Conference Calls

■ Joining Calls

3-14

Using Telephones

Dial-Code Features

Dial-code features are features that you access by dialing a feature code at the telephone dialpad. From a system phone, you can dial by the two- or three-digit code (or press a programmed Auto Dial button); from a standard phone, you typically dial you have intercom dial tone. Some dial-code features are not available on standard phones, as noted by footnotes in the following list.

■ Background Music

■ Call Coverage

■ Call Forwarding/Call Follow-Me

■ Call Pickup

■ Conference Drop

■ Direct Line Pickup—Active Line

■ Direct Line Pickup—Idle Line

■ Exclusive Hold

f or i, followed

# followed by the two- or three-digit code when

■ Group Calling—Ring/Page

■ Group Hunting—Ring/Voice Signal

■ Group Pickup

■ Last Number Redial

■ Message Light Off

■ Message Light On

■ Personal Speed Dial Numbers

■ Recall

■ Save Number Redial

■ Station Lock

■ Station Unlock

■ System Release Status

■ System Speed Dial Numbers

■ Touch-Tone Enable

■ Voice Mailbox Transfer

1. Available only on sy stem phones.

2. Available only on system phones at extension 10 and 11.

3. Available only on system display phones.

3-15

Learning about Telephones

3-16

Using Auxiliary Equipment

Overview

There are many ways to set up auxiliary equipment—the setup you choose depends upon your needs and the number of devices you have. This chapter presents some common setups. (It does not cover how to physically connect the equipment, or how to program the features. See the

Communications System Installation

for programming instructions, and the equipment manufacturer’s documentation for complete details on the device you connect.)

PARTNER Endeavor

guide for installation instructions, Chapter 5

This chapter shows various applications for the following types of equipment:

■ Answering Machines

■ Automated Attendants

■ Credit Card Scanners

■ Fax Machines

■ Modems

■ Voice Messaging Systems

NOTE:

With the exception of headphones, auxiliary equipment works only on Tip Ring ports (the bottom two ports of the PARTNER Endeavor 362 processor or 362EC expansion module). Because headphones do not require a ring, they can be plugged into any port.

In addition, you can connect the following devices to your system:

■

Doorphones

allow visitors to signal extensions by pressing a button on the doorphone; the person who answers a doorphone call can then speak with the visitor at the doorphone. Doorphones should not be connected to an Enhanced Tip Ring only port since doorphones rely on receiving a forward disconnect signal to disconnect a call. Connect doorphones to Tip Ring ports, which are the bottom two ports of any processor or 362EC expansion module. If a Tip Ring device is connected to an Enhanced Tip Ring only port, a forward disconnect signal is not sent and ringing is not

4-1

Using Auxiliary Equipment

heard at that port. A doorphone is especially useful for providing access to offices or departments after hours. For example, you can install a doorphone outside your building entrance to allow visitors to ring telephones inside the building when the receptionist is not there and the front door is locked.

The system supports up to two Lucent Technologies PARTNER Doorphones or any number of Lucent T echnologies Universal Doorphones. Universal Doorphones offer a door unlock feature and can be installed in addition to PARTNER Doorphones.

■

PARTNER PassageWay® Solution

Computer (PC) running Microsoft® Windows Windows for Workgroups Version 3.11 or later, or Windows 95 with your phone. You can then use your PC for tasks such as dialing out from an electronic phone list and logging phone calls.

■

Music-on-hold systems

callers while they are on hold, by connecting the audio source to the processor module. The system supports the Lucent Technologies Magic-On-Hold system and most models from other manufacturers. (The performance of music over telephone lines is a public performance under United States Copyright law. Accordingly, in order for the performance of that music to be lawful, it must be licensed annually to the user by the copyright owners or their representatives. The Magic-On-Hold system includes the required license for the first year. This license must be renewed annually.)

allows you to combine your Personal

3.1 or later, Microsoft

allow you to pl ay re cord ed m usic or me ssages to

■

Remote Administration Units (RAUs)

allow you to perform System and

Centralized Telephone Programming from a remote location.

■

Extra alerts

help make users aware of incoming calls. For example, you can use an audible alert (chime, horn, or bell) to replace a phone ring in a noisy area, such as a factory. Similarly , you can use a visual alert (strobe or light) to replace a phone ring in a quiet area, such as a library. Lucent Technologies offers several compatible alerts.

NOTE:

■

Speakerphones

provide hands-free two-way operation of a phone without lifting the handset. Combining a speakerphone with a system phone or a standard phone in a conference room or office is an inexpensive way for several people at a meeting to conference in other parties. (In conference rooms, a separate speakerphone—such as the SoundStation from Lucent Technologies—is recommended, since the built-in speaker on a system phone is designed for individual use.)

4-2

Overview

■

Headsets

allow users to hold hands-free conversations. A headset is a combination earphone and microphone worn on the head, useful for receptionists, salespeople, or others who need to have their hands free while talking on the phone. Lucent Technologies offers several compatible headsets. Connect headsets and other adjunct equipment that do not require incoming ringing to any port or through the AUX jack on a PARTNER Endeavor Communications System telephone.

■

Specialty Handsets

are designed for those individuals who need greater

functionality than that provided by the handsets on system phones and standard phones. For example, an amplified handset is available for all PARTNER Endeavor Communications System and PARTNER phones for hard-of-hearing users.

■

In-Range Out-of-Building (IROB) protectors

are required to prevent electrical surges from damaging your system when phones or other standard devices (such as a doorphone) are installed in a location other than the building where the control unit is installed. The system supports the Lucent T echnologies IROB protector, which provides coverage for up to 3,000 feet (915 meters) for standard devices and 1,000 feet (305 meters) for system phones. (IROBs must be installed by a qualified technician.)

■

Off-Premises Range Extender (OPRE)

allows you to connect a standard touch-tone phone beyond 3,000 feet (915 meters) in another building on the same continuous property. It also allows you to use a special circuit from your local phone company to provide off-premises station capability.

NOTE:

■

Electromagnetic Interference (EMI) filters

allow you to block “noise”

generated by a nearby radio station, as well as most electrical devices.

■

Caller ID devices

allow you to store and process Caller ID information. Although the system provides functionally integrated, multi-line Caller ID on system display phones, you can connect other devices provided you subscribe to the service from your local phone company and connect the device

directly to the Caller ID line.

You cannot install a Caller ID device directly to a PARTNER extension jack or to a combination extension jack. Refer to “Connecting Caller ID Devices” in the

Communications System Installation

guide for installation details.

PARTNER Endeavor

NOTE:

Caller ID devices must be connected directly to the incoming communications line.

To order auxiliary equipment, refer to ‘‘Product Ordering Information’’ on page

B-3.

4-3

Using Auxiliary Equipment

If a Device Has Trouble

Two System Programming procedures can be used to adjust the system settings for auxiliary equipment installed at an extension, if a device has trouble answering calls or dialing out. If a device (such as an answering machine) does not pick up transferred or intercom calls, you can use Distinctive Ring (#308) to change the ringing, so that all calls ring like outside calls at that extension. If an autodialing device (such as a modem) has trouble autodialing, use Intercom Dial Tone (#309) to change the intercom dial tone for the extension to Machine (outside line) dial tone.

NOTE:

Answering Machines

You can use an answering machine to answer calls at night when no one is around, or during business hours when no one can get to the phone. If you have a Lucent Technologies answering machine with the Call Intercept feature, you can pick up a call that has been answered by the answering machine by joining the call from any system phone. When you do so, the system sends the answering machine a signal that makes it hang up.

NOTE:

Answering machines only work on Tip Ring ports, which are the bottom two ports of the PARTNER Endeavor 362 processor or 362EC expansion module.

You can connect answering machines to your system in the following ways:

■

Single answering machine.

This basic setup can cover all the lines in the

system. Anyone on the system can call the machine to retrieve messages.

■

Multiple answering machines.

If you get too many calls for one machine

to cover, connect two or more machines to cover all calls.

■

Personal answering machine.

An answering machine can share an

extension with a phone in order to answer calls to that extension.

NOTE:

If you have an answering machine and a system phone on the same extension, the answering machine will be able to answer calls only when the phone is idle.

4-4

Answering Machines

Single Answ ering Machine

The single answering machine setup (Figure 4-1) serves the entire system. The answering machine is connected to its own extension, and can cover all the lines in the system, or as many lines as you assign to it. You can install the answering machine on an extension by itself, or combine it with a system phone or a standard phone on the same extension (see “Combination Extensions” in the

PARTNER Endeavor Communications System Installation

Lines

CONTROL

UNIT

Telephone

(optional)

Intercom

Feature

–

Conf

Mic

Transfr

HFAI

Hold

Spkr

Ext X

Message

Ext.

Intercom

ABC2DEF

JKL5MNO

GHI

TUV8WXYZ

PQRS

ANS

MACH

guide).

Figure 4-1. Single Answering Machine

To Use:

■ Go to the machine to manually play back messages.

■ From any system extension, make an intercom call to the answering

machine extension. When the machine answers, dial its message retrieval code.

■ From outside the system, call in on any line assigned to the machine. When

the machine answers, dial its message retrieval code.

To Program:

1. If extension X is a key extension, use Line Assignment (#301) to assign all the lines to extension X that you want the answering machine to cover.

If extension X is a pooled extension, use Line Extension Assignment (#314) to assign all the pools to extension X that you want the answering machine to cover. Also, use Line Assignment (#301) to assign any individual lines to extension X that you want the answering machine to cover.

2. Set Line Ringing for all lines and pools assigned to extension X to Immediate Ring.

3. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#502), Night Service Group Extensio n (#504 ), or Hunt Group Extension (#505 ).

4. Adjust the answering machine to answer according to your needs. For example, set the machine to answer on the fourth ring during the day so someone has a chance to pick up the call.

4-5

Using Auxiliary Equipment

Multiple Answering Machines

If a single answering machine cannot handle all your calls, you can set up two or more machines at different extensions (Figure 4-2) so that a call does not go unanswered. If one answering machine is busy, a second call will be answered by the second machine. A setup such as this might be used by a movie theater to announce movie times to people calling for information.

Lines

CONTROL

UNIT

Ext X

Ext Y

ANS

MACH

ANS

MACH

Figure 4-2. Multiple Answering Machines

To Use:

■ Go to the machines to manually play back messages.

■ From any system extension, make an intercom call to an answering

machine extension. When the machine answers, dial its message retrieval code.

■ From outside the system, call in on any line assigned to the machine. When

the machine answers, dial its message retrieval code. Note, however, when calling from outside, you can retrieve messages only from the first machine that answers.

To Program:

1. If your system is configured for Hybrid mode, use Line Access Mode (#313) to change extensions X and Y from Pooled to Key.

2. Use Line Assignment (#301) to assign all the lines to extensions X and Y that you want the machines to cover.

3. For extensions X and Y, set Line Ringing for all lines to Immediate Ring.

4. Make sure extensions X and Y are not assigned as Call Waiting (#316) extensions, Pickup Group Extensions (#501), Calling Group

Extensions (#502), Night Service Group Extensions (#504), or Hunt Group Extensions (#505).

5. Adjust both answering machines to answer on a different number of rings (so they do not both try to pick up the same call). For example, set answering machine 1 to 4 rings and answering machine 2 to 6 rings. (If you cannot adjust the two answering machines to answer on a different number of rings, assign some lines to Immediate Ring at extension X and other lines to Immediate Ring at extension Y.)

4-6

Answering Machines

Personal Answering Machine

A personal answering machine is used to answer all the calls that ring at a certain extension (Figure 4-3). It is useful for the following situations:

■ When you do not want to dedicate an extension to an answering machine

■ When the extension receives a lot of intercom calls

■ When outside calls come through a receptionist and are transferred to the

extension

■ When an extension has a private line

Lines

Ext X

ANS

MACH

CONTROL

UNIT

Message

Ext.

Intercom

ABC2DEF

Feature

–

JKL5MNO

GHI

Conf

TUV8WXYZ

PQRS

Mic

Transfr

HFAI

Hold

Spkr

Figure 4-3. Personal Answering Machine

To Use:

■ Go to the machine to manually retrieve messages.

■ From any system extension, make an intercom call to the extension. When

the machine answers, dial the message retrieval code.

■ From outside the system, call in and have someone transfer you to the

extension. When the machine answers, dial the message retrieval code. Or, call in when no one will answer before the answering machine does.

To Program:

1. Set Line Ringing for all lines and pools assigned to extension X to the desired ring (Immediate, Delayed, or No Ring).

2. If the lines assigned to extension X are also assigned to other extensions, adjust the answering machine to answer on the third or fourth ring so that it does not answer calls before someone else can. (If the answering machine is to cover transferred or coverage calls, make sure the number of rings is less than the amount of transfer return rings set for the extension. This assures that the answering machine will pick up transferred or coverage calls

before

they return to the transfer return extension or are sent to the

covering extension.)

4-7

Using Auxiliary Equipment

If you intercept a call from the answering machine, you will hear a click to notify you that the answering machine has turned off.

Auto Attendant

An auto attendant answers calls and directs them to a specified extension, Calling Group, or Hunt Group (based on the digits a caller dials after listening to a list of choices in a recorded greeting). For example, the auto attendant could answer calls and tell callers to press 1 for Sales, 2 for Parts, 3 for Service, and so on. An auto attendant can be set up for immediate call handling or delayed call handling.

NOTE:

Backup for Receptionist

A common use of an auto attendant is as a backup for the receptionist. If the receptionist cannot pick up a call within a specified number of rings, the auto attendant handles it. This prevents calls from going unanswered. Figure 4-4 shows how the auto attendant would be connected to your system.

Auto

Attendant

Lines

CONTROL

Ext. X

UNIT

Message

Ext.

Intercom

ABC2DEF

Feature

–

JKL5MNO

GHI

Conf

TUV8WXYZ

PQRS

Mic

Transfr

HFAI

Hold

Spkr

Ext. 10

Receptionist’s Desk

Figure 4-4. Backup for Receptionist

4-8

Credit Card Scanners

To Use:

Follow the instructions packaged with the auto attendant. Make sure that the unit is in backup call-answering mode.

When callers call the main number for your company, the receptionist normally picks up the call. If the receptionist is busy, the auto attendant answers and plays

a recorded message, such as: “Please hold for the receptionist or dial an extension number now.”

To Program:

1. Use Line Assignment (#301) to assign all the lines to extension X that you want the auto attendant to cover.

2. Set Line Ringing for all lines assigned to extension X to Delayed Ring.

3. Make sure extension X is not assigned as a Call Waiting (#316) extension.

4. Use AA Extensions (#607) to identify extension X as the auto attendant.

5. Set Transfer Return Extension (#306) for extension X to extension 10.

6. Set the auto attendant to pick up within a specific number of rings, so if the receptionist does not pick up a call, the auto attendant will.

Credit Card Scanners

Many retail businesses and restaurants use credit card scanners to get instant approval of credit card purchases. The system allows your credit card scanners to share the lines in your system (as shown in Figure 4-5). You can install the credit card scanner on an extension by itself, or combine it with a system phone or a standard phone on the same extension (see “Combination Extensions” in the

PARTNER Endeavor Communications System Installation

Lines

CONTROL

UNIT

Figure 4-5. Credit Card Scanner

Ext

Ext.

Intercom

Feature

–

GHI

Conf

PQRS

Mic

Transfr

HFAI

Hold

Spkr

Telephone

(optional)

Message

ABC2DEF

JKL5MNO

TUV8WXYZ

Credit

Card

Scanner

guide).

4-9

Using Auxiliary Equipment

NOTE:

Credit card scanners only work on Tip Ring ports, which are the bottom two ports of the PARTNER Endeavor 362 processor module or 362EC expansion module.

Using Credit Card Scanners

When you make a call on the credit card scanner, an outside line is automatically selected. If you combine the credit card scanner with a system phone or standard phone, you cannot use the phone while the credit card scanner is operating. You can use only one of the devices at a time.

Programming Credit Card Scanners

1. If extension X is a key extension, use Line Assignment (#301) to assign the lines you want the scanner to use to extension X.

If extension X is a pooled extension, use Pool Extension Assignment (#314) to assign the pools you want the scanner to use to extension X. Also use Line Assignment (#301) to assign any individual lines you want the scanner to use to extension X.

2. Set Automatic Line Selection for extension X to select the pools and outside lines that the scanner is to use.

3. Set Automatic Extension Privacy (#304) for extension X to Assigned.

4. Make sure extension X is not assigned as a Call Waiting (#316) extension.

5. If the scanner has an auto answer feature, turn it off.

6. For multiple scanners, repeat Steps 1–5 for each extension.

Fax Machines

This section suggests several ways you can set up fax machines to work with your system. It includes instructions for programming and using a Fax Management button on a system phone (in order to monitor the status of a fax machine and transfer calls to it with a single touch), and for transferring calls to the fax machine extension.

NOTE:

Fax machines only work on Tip Ring ports, which are the bottom two ports of the PARTNER Endeavor 362 processor module or 362EC expansion module.

4-10

Fax Machines

Using the Fax Management Feature

On any system phone, you can program a button with lights to serve as a Fax Management button. The lights next to this button tell you when the fax machine is in use, available, or not answering (for example, when it is out of paper). You can also use the button to transfer calls from your extension to the fax machine with a single touch.

Programming for Fax Management

To program a Fax Management button, first assign the fax machine extension using Fax Machine Extensions (#601). (See Chapter 5 for details.) Then program the fax machine extension number on an Auto Dial button. For more information, see ‘‘Auto Dialing’’ on page 5-13.

Using the Fax Management Button

The lights next to the Fax Management button show what is happening at the fax machine.

Table 4-1. Fax Management Button Light Patterns

Light Pattern... Indicates...

Red broken flutter Fax trouble. The fax machine is not answering. If

broken flutter occurs because the fax machine is out of paper, refill the paper. The light clears the next time the machine transmits or receives a call. If the machine takes longer than four rings to answer, the light shows fax trouble; when the machine does answer, the light changes to fax busy (red steady).

Red steady Fax busy. The fax machine is busy transmitting or

receiving a call.

Green flutter Fax transfer return. A call you transferred to the fax

machine was not answered and is returning to you.

4-11

Using Auxiliary Equipment

Transferring a Call to th e Fax Machine

There are two situations in which you would want to transfer a call to your fax machine:

■ You answer an outside call and hear a fax machine signaling. (A fax signal

is a single beep sequence— should transfer the call immediately to the fax machine extension.

■ You are on a call with a person who wants to send you a fax using the fax

machine that is connected to his or her phone. You can receive the fax by transferring the call to your fax extension. T ell the other party to wait until he or she hears the fax signal before pressing the Start button on the sending fax machine.

In addition, if you have a PARTNER MAIL system and a fax call comes in on a line covered by the PARTNER MAIL system, its Automated Attendant Service can be programmed to automatically transfer the call to a fax extension or (if you have multiple fax machines) to the extension Hunt Group for the fax machines.

There are four ways to transfer the call to the fax extension:

beep.... beep.... beep

). If you hear this, you

■ If you have a Fax Management button, simply press the button. When the

fax machine answers, hang up.

■ If you do not have a Fax Management button, press & plus the fax

machine’s extension number. When the fax machine answers, hang up.

■ On a standard phone, rapidly press and release the switchhook to place

the call on hold, then dial the fax extension number and hang up.

■ If you have multiple fax machines in an extension Hunt Group, press

&, then i 7 7 plus the fax extension Hunt Group number.

When a fax machine answers, hang up.

Setting Up Fax Machines

There are many ways to set up fax machines. The following configurations are basic and easy to use:

■

Single fax machine.

setup uses a published fax number.

■

Fax machine line saver .

published fax number.

■

Send and receive fax machines.

machine sends, the other receives.

Good for light or moderate fax traffic. This basic

Good for light fax traffic, with no need for a

Good for high-volume fax traffic. One

4-12

You can install both a telephone and a fax machine on the same extension—see

“Combination Extensions” in the

Installation

guide. This lets you receive both voice and fax calls on the same line

PAR TNER Endeavor Communications System

(but not at the same time). If you pick up the phone and hear a fax signal, push the Start button on your fax machine and then hang up.

Fax Machines

If you are using the PARTNER MAIL system’s Automated Attendant Service, you can program PARTNER MAIL to transfer fax calls to the fax extension or a group of fax extensions automatically. Use Fax Machine Extensions (#601) to identify fax extensions. If you have multiple fax machines, put all of the fax extensions into a single Hunt Group (any group 1–6) using Hunt Group Extensions (#505).

Restricting Dialing from a Fax Machine

You can use dialing restrictions to restrict calling activity on a fax machine. For example, you can use Outgoing Call Restriction (#401) to restrict the fax machine to local calls only. For a more detailed discussion of dialing restrictions, see Chapter 2.

Single Fax Machine

The single fax machine setup (shown in Figure 4-6) is good for moderate traffic. The fax machine has its own line (line A), the number of which is published as the fax number. (The fax line can be used by other phones when all other lines are busy.) The fax machine is connected to its own extension (extension X).

Fax Line A

Figure 4-6. Single Fax Machine

CONTROL

UNIT

Ext X

FAX

To Use:

The fax machine automatically answers all calls that come in on the fax line. If a call comes in on another line, you can transfer the call to the fax extension (see

‘‘Transferring a Call to the Fax Machine’’ on page 4-12). If you have programmed a Fax Management button, you can transfer a call to the fax machine with a single touch, as well as monitor the status of the fax machine (see ‘‘Using the Fax Management Feature’’ on page 4-11).

When you send a fax, the system automatically selects the fax line.

4-13

Using Auxiliary Equipment

To Program:

1. If extension X is a key extension, use Line Assignment (#301) to assign

only

line A to extension X.

If extension X is a pooled extension, use Pool Line Assignment (#207) to remove line A from all pools and then use Line Assignment (#301) to assign only line A to extension X.

2. Set Automatic Line Selection for extension X to select line A only. Set Automatic Line Selection to select line A last on all other extensions or remove line A from all other extensions if they should not use it to make outgoing calls.

3. Set Line Ringing for line A on extension X to Immediate Ring. On all other extensions, set line A to Delayed Ring or No Ring.

4. Set Automatic Extension Privacy (#304) for extension X to Assigned.

5. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#502), Night Service Group Extension (#504), or Hun t Grou p Exte nsio n (#505 ).

6. To monitor the fax machine, use Fax Machine Extensions (#601) to identify extension X as a fax extension and program a Fax Management button by programming the fax machine extension number on an Auto Dial button.

Fax Line Saver

If you do not use your fax machine enough to justify paying for its own outside line, you can put the machine on its own extension. With this setup, you must transfer calls to it manually . If you have programmed a Fax Management button, you can transfer a call to the fax machine with a single touch, as well as monitor the status of the fax machine (see ‘‘Using the Fax Management Feature’’ on page 4-11). Figure 4-7 shows the setup.

Lines

A B C

Figure 4-7. Fax Line Saver Setup

CONTROL

UNIT

Ext X

FAX

4-14

Fax Machines

To Use:

When a person answers a call and hears a fax machine signaling on the other

end, the person can transfer the call to extension X—the fax machine extension. To send a fax transmission, simply lift the handset on the fax machine—an outside line will be automatically selected.

To Program:

1. If extension X is the key extension, use Line Assignment (#301) to assign all lines to extension X.

If extension X is a pooled extension, use Pool Extension Assignment (#314) to assign the pools you want the fax machine to use to extension X. Also use Line Assignment (#301) to assign any individual lines you want the fax machine to use to extension X.

2. If extension X is a key extension, set Automatic Line Selection for

extension X to line A, B, C,....

If extension X is a pooled extension, set Automatic Line Selection for

extension X to Pool D, line A, B, C,....

3. Set Line Ringing for all lines and pools on extension X to No Ring.

4. Set Automatic Extension Privacy (#304) for extension X to Assigned.

5. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#5 02), Night Service Group Extensio n (#504 ), or Hunt Group Extension (#505).

4-15

Using Auxiliary Equipment

Send and Receive Fax Machines

If your business has high-volume fax traffic, you can set up two fax machines, one that only sends and the other that only receives. For example, in Figure 4-8, fax 1

send

is the

number of which is published as the fax number. If fax 2 doesn’t answer line A, fax 1 will. The receive fax must be on one of the bottom two ports of the processor or 362EC expansion module.

Fax Line A

Lines

machine, fax 2 is the

CONTROL

UNIT

Ext X

Ext Y

receive

FAX 1

Send

FAX 2

Receive

machine. Line A is the fax line, the

Figure 4-8. Send and Receive Fax Machines

NOTE:

To receive a fax, fax machines rely on an incoming signal to ring. Fax machines only work on Tip Ring ports, which are the bottom two ports of the PARTNER Endeavor 362 processor or 362EC expansion module. Fax machines that are used for sending only may be used at any port.

To Use:

When you send a fax, an outside line will be automatically selected. Incoming fax calls on the fax line are answered automatically by fax 2. If a fax comes in on a line other than line A, you can transfer the call to fax 2 (see ‘‘Transferring a Call to

the Fax Machine’’ on page 4-12). If you have programmed a Fax Management button, you can transfer a call to the fax machine with a single touch, as well as monitor the status of the fax machine (see ‘‘Using the Fax Management Feature’’ on page 4-11). If fax 1 is set for Delayed Ring on line A, fax 1 can pick up fax transmissions when fax 2 does not answer.

To Program Fax 1 (Send—Ext. X)

1. If extension X is a key extension, use Line Assignment (#301) to assign one or more lines to extension X (including line A).

If extension X is a pooled extension, use Pool Line Assignment (#207) to remove line A from all pools. Then use Pool Extension Assignment (#314) to assign pools to extension X. Also use Line Assignment (#301) to assign line A and any other individual lines to extension X.

4-16

Fax Machines

To Program Fax 2 (Receive—Ext. Y)

2. Set Automatic Line Selection for extension X to select outside lines first (line A selected last).

For pooled extensions, set Automatic Line Selection for extension X to select pools and outside lines first (line A selected last).

3. Set Line Ringing for line A at extension X to Delayed Ring; set all other lines and pools to No Ring.

4. Set Automatic Extension Privacy (#304) for extension X to Assigned.

5. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#5 02), Night Service Group Extensio n (#504 ), or Hunt Group Extension (#505 ).

6. To monitor the fax machine at extension X, use Fax Machine Extensions (#601) to identify extension X as a fax extension and program a Fax

Management button by programming the fax machine extension number on an Auto Dial button.

1. If extension Y is the key extension, use Line Assignment (#301) to assign

only

line A to extension Y.

If extension Y is a pooled extension, use Pool Line Assignment (#207) to remove line A from all pools and then use Line Assignment (#301) to assign line A and any other individual lines to extension Y.

2. If you want it to be able to dial out when fax 1 is unavailable, set Automatic Line Selection for extension Y to select outside lines first (line A selected last).

3. Set Line Ringing for line A at extension Y to Immediate Ring; set all other lines and pools at extension Y to No Ring. (For all other extensions, set line A to No Ring or Delayed Ring.)

4. Set Automatic Extension Privacy (#304) for extension Y to Assigned.

5. Make sure extension Y is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#5 02), Night Service Group Extensio n (#504 ), or Hunt Group Extens ion (#505) .

6. To monitor the fax machine at extension Y, use Fax Machine Extensions (#601) to identify extension Y as a fax extension and program a Fax

Management button by programming the fax machine extension number on an Auto Dial button.

4-17

Using Auxiliary Equipment

Modems

There are several ways to use modems with your system, as described below.

NOTE:

Modems can connect directly to an extension jack without an adapter. However, if you connect a high-speed modem through the control unit, you may experience some degradation of efficiency and throughput, depending on the quality of the central office lines connected to the system. To solve the problem, either connect modems directly to the network interface jacks, or contact your local telephone company for information about upgrading line quality.

Stand-Alone Modem for Placing Calls Only

A modem and a terminal allow you to dial out and connect to computer bulletin boards and other data services. This setup, which lets you dial out but not receive calls, is shown in Figure 4-9. Note that the telephone is optional and can be used if you want the terminal to share an extension with a phone on any port.

Lines

CONTROL

UNIT

Ext

Telephone

(optional)

Intercom

Feature

–

Conf

Mic

Transfr

HFAI

Hold

Spkr

Modem

Message

Ext.

ABC2DEF

JKL5MNO

GHI

TUV8WXYZ

PQRS

PC or

Terminal

Figure 4-9. Stand-Alone Modem for Placing Calls Only

To Use:

Follow the modem manufacturer’s instructions.

To Program:

1. If extension X is a key extension, use Line Assignment (#301) to assign one or more lines to extension X.

If extension Y is a pooled extension, use Pool Extension Assignment (#314) to assign the pools you want the modem to use to extension X. Also use Line Assignment (#301) to assign any individual lines you want the modem to use to extens ion X.

4-18

Modems

2. If the modem will only dial outside the system, set Automatic Line Selection for extension X to select outside lines first. If you also use the modem for calls within the system, set Automatic Line Selection to select intercom first, and include a 9 or a pool access code and a couple of

pauses in the modem’s dialing sequence for outside calls.

3. Set Line Ringing for all lines and pools assigned to extension X to No Ring.

4. Set Automatic Extension Privacy (#304) for extension X to Assigned.

5. Make sure extension Y is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#5 02), Night Service Group Extensio n (#504 ), or Hunt Group Extension (#505 ).

6. Set the auto answer feature of the modem to Off.

Send and Receive Modem

If you need to place and receive calls with the modem, use the setup shown in Figure 4-10. This setup makes line A the primary modem line, but keeps the line available for users at other extensions when all other lines are busy.

NOTE:

To receive information, modems rely on an incoming signal to ring. Modems only work on Tip Ring ports, which are the bottom two ports of the PARTNER Endeavor 362 processor or 362EC expansion module. Modems that are used for sending only may be used at any port.

Modem Line A

Lines

Figure 4-10. Send and Receive Modem

CONTROL

UNIT

Ext

MODEM

To Use:

Calls on the modem line (line A) ring only at extension X. Also, line A is the line selected by other extensions, so the modem line is unavailable for the modem

only when all other lines in the system are being used

last

4-19

Using Auxiliary Equipment

To Program:

1. If extension X is a key extension, use Line Assignment (#301) to assign one or more lines to extension X (including line A).

2. For extension X, set Automatic Line Selection to select pools and outside lines first (line A selected first).

For all other extensions, set Automatic Line Selection so that line A is the last line in the select sequence. That way, the modem line is used for outgoing voice calls only when all other lines are busy.

3. Set Line Ringing for line A at extension X to Immediate Ring. Set all other lines or pools assigned to extension X to No Ring. (For all other extensions, set line A to No Ring.)

4. Set Automatic Extension Privacy (#304) for extension X to Assigned.

5. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#502), Night Service Group Extension (#504), or Hun t Grou p Exte nsio n (#505 ).

Night Service with Auxiliary Equipment

You can set up modems, fax machines, and answering machines to receive calls automatically after hours. When Night Service is on, calls ring immediately at the appropriate extensions, so that no human intervention is required to transfer calls to the fax, modem, or answering machine. When Night Service is off, you can use the auxiliary equipment lines for normal business purposes, so that lines are

only

dedicated to auxiliary equipment

NOTE:

By putting auxiliary equipment in the Night Service Group as described in this section, auxiliary equipment can start ringing and answering calls whenever you turn Night Service on. In other words, the Night Service button at extension 10 acts like a switch, turning auxiliary equipment on and off, as well as putting the system into Night Service.

NOTE:

If you have a voice messaging system, turning Night Service on activates Night Service operation of the voice messaging system.

after hours.

also

4-20

Night Service with Auxiliary Equipment

Figure 4-11 shows a system with a fax machine and a modem connected to separate extensions. Line A is published as the fax line, and line B is published as the modem line.

Lines

CONTROL

Figure 4-11. Night Service with Fax Machine and Modem

UNIT

Ext

FAX

MODEM

Using Night Service with Auxiliary Equipment

During the day, lines A and B do not ring at extensions X and Y. When you turn Night Service on, calls on line A ring immediately at the fax (extension X). Since that line is not assigned to any other extension in the Night Service Group, only extension X receives fax transmissions. Likewise, with Night Service on, calls on line B ring immediately at the modem (extension Y).

NOTE:

If answering machines are connected to Night Service extensions, you can join a call that was already answered by an answering machine from any system phone. If you have a Lucent Technologies answering machine with the Call Intercept feature, the answering machine drops off the call when you join it.

Programming Night Servic e with Auxiliary Equipment

Use the following procedure to program Night Service with auxiliary equipment.

1. If extension X and Y are key extensions, use Line Assignment (#301) to assign only line A to extension X (for the fax machine to cover) and only line B to extension Y (for the modem to cover).

If extensions X and Y are pooled extensions, use Pool Line Assignment

(#207) to remove lines A and B from all pools and Pool Extension Assignment (#314) to remove all pools from extensions X and Y. Also use Line Assignment (#301) to assign only line A to extension X (for the fax

machine to cover) and only line B to extension Y (for the modem to cover).

4-21

Using Auxiliary Equipment

2. Set Line Ringing for line A at extension X and for line B at extension Y to No Ring.

3. Make sure extensions X and Y are not assigned as Call Waiting (#316) extensions, Pickup Group Extensions (#501), Calling Group Extensions (#502), or Hunt Group Extensions (#505).

4. Assign a Night Service Button (#503) at extension 10.

5. Assign extensions X and Y to the Night Service Group (#504).

Voice Messaging Systems

Three Lucent Technologies voice messaging systems are compatible with your system. You can install one of the three depending on your business needs:

■ The PARTNER MAIL VS Voice Messaging System resides in the control

unit. It is recommended that this system be installed in the last slot.

■ The PARTNER MAIL V oice Messaging System is an auxiliary device that

connects to the system through extension jacks.

NOTE:

■ The PARTNER Voice Messaging PC Card is a PC card voice messaging

system.

All three Voice Messaging Systems offer your business

complete

call processing

features. Specifically, they can:

■ Insure that incoming calls are answered and directed to destination

extensions correctly and efficiently, using immediate or delayed call handling. (Immediate call handling sends calls directly to the voice messaging system, while delayed call handling allows the receptionist to answer calls first.)

■ Answer and route calls during the day and after normal business hours.

■ Alleviate the problem of inaccurate or incomplete messages by allowing

callers to leave detailed, confidential messages for subscribers.

■ Allows subscribers to assign a password to their mailbox, change their

personal greeting, and retrieve messages. Voice mail passwords should be changed periodically to help ensure privacy and to help prevent unauthorized use and toll fraud.

4-22

The PARTNER MAIL system also offers advanced voice mail features, such as outcalling, group lists, broadcast messages, and fax management. For complete details, contact your Lucent Technologies Representative or local Authorized Dealer, or refer to the documentation provided with the voice messaging system.

Voice Messaging Systems

Delayed Call Handling

Figure 4-12 shows a PARTNER MAIL VS system that provides delayed call handling. This setup allows the receptionist at extension 10 to provide personalized service by answering calls during normal business hours. The PARTNER MAIL VS system (connected to extensions Z1 and Z2) handles calls when the receptionist is busy or not available, so calls do not go unanswered. The P ARTNER MAIL VS system also answers calls received outside of business hours

and prompts callers to leave a message in the receptionist’s mailbox. This example also includes two user extensions (X and Y), which are not

automatically covered by the PARTNER MAIL VS system. This allows the receptionist to give the caller more personalized service; if the receptionist transfers a call to extension X or Y and that extension does not answer, the call returns to the receptionist. The receptionist can then take a message or send the call to the extension’s mailbox if the caller prefers.

Lines

PARTNER MAIL VS

System

Ext. Z1 Ext. Z2

CONTROL

UNIT

Receptionist’s Desk

Ext. X Ext. Y

Ext. 10

(not automatically covered by the PARTNER MAIL VS System)

Message

Ext.

Intercom

ABC DEF

Feature

2 31

–

JKL MNO

GHI

Conf

5 6

TUV WXYZ

PQRS

Mic

Transfr

8 9

HFAI

Hold

Spkr

Figure 4-12. Delayed Call Handling

To Use:

Follow the instructions packaged with the PARTNER MAIL VS system to install. During normal business hours, the PARTNER MAIL VS system uses delayed call

handling; the receptionist picks up all calls at extension 10. If the receptionist cannot answer within four rings, the system routes the call to the PARTNER MAIL VS system where the day menu plays to the caller. Outside of business hours (when Night Service is activated at extension 10), outside calls are answered directly by the PARTNER MAIL VS system. Any user who is in the office can pick up calls before the PARTNER MAIL VS system answers.

4-23

Using Auxiliary Equipment

To Program:

The following list summarizes the PARTNER Endeavor Communications System programming procedures you use to implement the previous example:

1. Use Group Call Distribution (#206) to assign all outside lines to Hunt Group 7 (the VMS hunt group) to provide Automated Attendant Service on these lines.

2. Use Transfer Return Extension (#306) for extensions Z1 and Z2 to ensure that calls transferred by the PARTNER MAIL VS system return to extension 10 if they are not answered.

3. Use Hunt Group Extensions (#505) to assign extensions Z1 and Z2 to Hunt Group 7 (the VMS hunt group).

4. Set the VMS Hunt Delay (#506) to Delayed.

5. Set the VMS Hunt Schedule (#507) to Always.

6. Make sure that a Night Service Button (#503) is assigned at extension

10—the receptionist’s extension. When Night Service is on, callers hear the night menu when no one is available to answer their calls.

7. Program a Voice Mailbox Transfer button at extension 10 to enable the receptionist to transfer calls directly to extension X’s and Y’s mailboxes without first ringing their phones. (This is useful when the receptionist knows that the users at extensions X and Y are away from their desks.)

8. Program an Auto Dial button for the VMS hunt group ( extensions X and Y to allow the subscribers to call in for their messages with one touch.

i 7 7 7) at

4-24

Feature Refer ence

Overview

This chapter provides reference information for programming and using system features. procedures include the procedure code (# and three-digit number) in the heading; dial-code features include the feature code (F for two- or three-digit code). Headings without codes are general call-handling topics or Telephone Programming procedures.

Each feature includes the following information, if applicable:

Features are listed in alphabetical order.

System Programming

f or I for i, plus a

■ Description ■ Examples

■ Related Features ■ Programming

■ Considerations ■ Using

■ Valid Entries (✔ = factory setting)

This chapter gives step-by-step instructions, using the following conventions:

■ All of the instructions in this chapter assume that system phones select

outside lines or pools first and standard phones select intercomStandard phones; Automatic Line Selection for first (as determined by each

extension’s setting for Automatic Line Selection). See Chapter 2 for a review of the methods and buttons you can use while

in programming mode.

■ Programming instructions tell you to use the D button to change

values for specific settings. You can, however, enter a value using the dialpad if you prefer. Similarly, there are different ways to exit programming mode as described in Chapter 2—use the method with which you are most comfortable.

■ For Telephone Programming, this chapter provides only the instructions for

Centralized Telephone Programming.

■ Display prompts in the chapter are shown as they appear on PARTNER

Endeavor-model phones.

5-1

Lucent Technologies 518-458-100 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About This Guide

Purpose

Overview

Features and Capabilities

System Components

Auxiliary Equip men t

Programming

Overview

Hardware Considerations

Initial System Setup

Changing Settings after Installation

Changing Settings to Support PBX or Centrex Services

System Programming Options

Using System Programming

Telephone Programming Opti ons

Using Telephone Programming

Learning about Telephones

System Telephones

Standard Telephones

Combination Extensions

Using Telephones

Using Auxiliary Equipment

Overview

Answering Machines

Auto Attendant

Credit Card Scanners

Fax Machines

Modems

Night Service with Auxiliary Equipment

Voice Messaging Systems

Feature Refer ence

Overview